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 | $27,701 | $89,355-69.0% | $141,162-80.4% | $72,985-62.0% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.0pp |
| Annual return | 36.46% | 111.85%-75.4pp | 71.39%-34.9pp | 81.00%-44.5pp |
| Employer contribution / active EE | $3,996 | $3,114+28.3% | $4,735-15.6% | $2,440+63.8% |
| Participant deferral / active EE | $9,090 | $5,418+67.8% | $6,709+35.5% | $3,607+152.0% |
| Admin fee / account holder | $647 | $5,958-89.1% | $10,261-93.7% | $5,124-87.4% |