See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,458 | $89,355-62.6% | $141,162-76.3% | $72,985-54.2% |
| Participation rate | 95.7% | 75.1%+20.5pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 29.54% | 111.85%-82.3pp | 71.39%-41.8pp | 81.00%-51.5pp |
| Employer contribution / active EE | $3,823 | $3,114+22.7% | $4,735-19.3% | $2,440+56.7% |
| Participant deferral / active EE | $7,485 | $5,418+38.2% | $6,709+11.6% | $3,607+107.5% |
| Admin fee / account holder | $867 | $5,958-85.5% | $10,261-91.6% | $5,124-83.1% |