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 | $34,556 | $111,754-69.1% | $103,333-66.6% | $145,922-76.3% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $7,484 | $4,212+77.7% | $3,868+93.5% | $4,660+60.6% |
| Participant deferral / active EE | $2,470 | $5,619-56.0% | $5,057-51.2% | $6,688-63.1% |
| Admin fee / account holder | $3,846 | $9,750-60.6% | $8,355-54.0% | $13,397-71.3% |