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 7-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 | $34,459 | $48,795-29.4% | $65,493-47.4% | $84,808-59.4% |
| Participation rate | 82.4% | 67.0%+15.4pp | 73.1%+9.3pp | 68.3%+14.0pp |
| Annual return | 18.72% | 20.20%-1.5pp | 982.45%-963.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,758 | $1,930+146.5% | $2,574+84.8% | $2,631+80.8% |
| Participant deferral / active EE | $4,619 | $2,928+57.7% | $3,961+16.6% | $4,212+9.7% |
| Admin fee / account holder | $947 | $3,877-75.6% | $5,028-81.2% | $7,344-87.1% |