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 | $42,248 | $52,279-19.2% | $89,391-52.7% | $79,858-47.1% |
| Participation rate | 84.1% | 57.5%+26.6pp | 68.0%+16.1pp | 69.6%+14.5pp |
| Annual return | 18.79% | 22.16%-3.4pp | 245.62%-226.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,330 | $1,572-15.4% | $2,586-48.6% | $2,471-46.2% |
| Participant deferral / active EE | $2,836 | $2,740+3.5% | $3,890-27.1% | $3,740-24.2% |
| Admin fee / account holder | $7,124 | $3,356+112.2% | $4,881+45.9% | $5,306+34.3% |