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 | $34,897 | $98,750-64.7% | $149,696-76.7% | $79,858-56.3% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 13.97% | 27.43%-13.5pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,441 | $3,216-55.2% | $4,644-69.0% | $2,471-41.7% |
| Participant deferral / active EE | $3,552 | $5,680-37.5% | $6,842-48.1% | $3,740-5.0% |
| Admin fee / account holder | $2,232 | $6,053-63.1% | $9,309-76.0% | $5,306-57.9% |