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 | $35,407 | $105,998-66.6% | $92,233-61.6% | $147,584-76.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.37% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $991 | $4,333-77.1% | $3,679-73.1% | $4,876-79.7% |
| Participant deferral / active EE | $2,807 | $4,478-37.3% | $3,897-28.0% | $5,439-48.4% |
| Admin fee / account holder | $1,083 | $6,332-82.9% | $5,194-79.1% | $10,885-90.0% |