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 | $37,634 | $102,317-63.2% | $146,958-74.4% | $80,856-53.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 13.51% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $8,240 | $3,713+121.9% | $4,933+67.0% | $2,755+199.1% |
| Participant deferral / active EE | $8,838 | $6,644+33.0% | $8,070+9.5% | $4,296+105.7% |
| Admin fee / account holder | $9,701 | $7,941+22.2% | $12,998-25.4% | $6,918+40.2% |