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 | $41,489 | $48,795-15.0% | $65,493-36.7% | $84,808-51.1% |
| Participation rate | 97.3% | 67.0%+30.3pp | 73.1%+24.2pp | 68.3%+29.0pp |
| Annual return | 15.40% | 20.20%-4.8pp | 982.45%-967.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,022 | $1,930+56.6% | $2,574+17.4% | $2,631+14.9% |
| Participant deferral / active EE | $1,996 | $2,928-31.8% | $3,961-49.6% | $4,212-52.6% |
| Admin fee / account holder | $569 | $3,877-85.3% | $5,028-88.7% | $7,344-92.2% |