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 | $35,522 | $68,346-48.0% | $94,646-62.5% | $75,163-52.7% |
| Participation rate | 82.7% | 76.1%+6.6pp | 80.8%+1.9pp | 67.2%+15.5pp |
| Annual return | 19.47% | 616.93%-597.5pp | 156.71%-137.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,797 | $2,701+3.6% | $3,672-23.8% | $2,670+4.8% |
| Participant deferral / active EE | $4,290 | $6,537-34.4% | $7,418-42.2% | $4,125+4.0% |
| Admin fee / account holder | $779 | $5,326-85.4% | $7,231-89.2% | $5,651-86.2% |