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 | $35,399 | $60,124-41.1% | $90,404-60.8% | $79,858-55.7% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 13.27% | 71.94%-58.7pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,391 | $2,068+64.0% | $3,262+4.0% | $2,471+37.2% |
| Participant deferral / active EE | $3,976 | $2,938+35.3% | $3,963+0.3% | $3,740+6.3% |
| Admin fee / account holder | $4,097 | $3,976+3.0% | $5,611-27.0% | $5,306-22.8% |