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 | $9,492 | $48,230-80.3% | $67,502-85.9% | $80,856-88.3% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.7pp |
| Annual return | 45.49% | 18.28%+27.2pp | 3512.12%-3466.6pp | 35.59%+9.9pp |
| Employer contribution / active EE | $590 | $2,020-70.8% | $2,731-78.4% | $2,755-78.6% |
| Participant deferral / active EE | $1,101 | $2,924-62.4% | $4,000-72.5% | $4,296-74.4% |
| Admin fee / account holder | $2,585 | $3,681-29.8% | $3,998-35.3% | $6,918-62.6% |