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 | $32,690 | $73,638-55.6% | $108,410-69.8% | $79,386-58.8% |
| Participation rate | 91.7% | 77.4%+14.4pp | 80.1%+11.6pp | 70.7%+21.0pp |
| Annual return | 16.37% | 33.27%-16.9pp | 905.27%-888.9pp | 116.85%-100.5pp |
| Employer contribution / active EE | $4,733 | $2,397+97.5% | $3,558+33.0% | $2,427+95.0% |
| Participant deferral / active EE | $5,590 | $6,218-10.1% | $6,563-14.8% | $4,046+38.2% |
| Admin fee / account holder | $1,927 | $638+202.0% | $7,295-73.6% | $626+207.6% |