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 | $37,956 | $65,409-42.0% | $98,442-61.4% | $85,850-55.8% |
| Participation rate | 87.8% | 65.0%+22.8pp | 73.3%+14.4pp | 69.3%+18.4pp |
| Annual return | 19.44% | 21.76%-2.3pp | 1492.73%-1473.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,489 | $2,168+14.8% | $2,960-15.9% | $2,565-3.0% |
| Participant deferral / active EE | $5,197 | $3,166+64.1% | $4,276+21.5% | $3,952+31.5% |
| Admin fee / account holder | $793 | $4,593-82.7% | $5,949-86.7% | $6,260-87.3% |