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 | $28,535 | $85,202-66.5% | $172,739-83.5% | $72,985-60.9% |
| Participation rate | 86.0% | 70.1%+15.9pp | 82.6%+3.3pp | 69.5%+16.5pp |
| Annual return | 22.09% | 27.32%-5.2pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,065 | $3,324-7.8% | $5,143-40.4% | $2,440+25.6% |
| Participant deferral / active EE | $5,438 | $3,260+66.8% | $5,198+4.6% | $3,607+50.8% |
| Admin fee / account holder | $6,187 | $5,884+5.1% | $13,954-55.7% | $5,124+20.7% |