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 | $33,943 | $118,849-71.4% | $96,562-64.8% | $167,490-79.7% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 13.18% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,788 | $3,120-42.7% | $2,356-24.1% | $4,837-63.0% |
| Participant deferral / active EE | $4,013 | $4,616-13.1% | $3,849+4.3% | $6,341-36.7% |
| Admin fee / account holder | $1,674 | $8,065-79.2% | $6,181-72.9% | $12,309-86.4% |