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 | $29,694 | $53,516-44.5% | $126,539-76.5% | $84,808-65.0% |
| Participation rate | 89.8% | 58.2%+31.6pp | 69.8%+20.0pp | 68.3%+21.5pp |
| Annual return | 21.45% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,699 | $1,535+10.7% | $3,674-53.7% | $2,631-35.4% |
| Participant deferral / active EE | $2,250 | $2,671-15.8% | $4,083-44.9% | $4,212-46.6% |
| Admin fee / account holder | $2,836 | $4,497-36.9% | $6,065-53.2% | $7,344-61.4% |