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 | $38,315 | $101,724-62.3% | $164,813-76.8% | $80,856-52.6% |
| Participation rate | 96.1% | 71.8%+24.3pp | 78.6%+17.5pp | 67.6%+28.5pp |
| Annual return | 33.48% | 16.72%+16.8pp | 69.93%-36.5pp | 35.59%-2.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,474 | $4,477+66.9% | $6,031+23.9% | $4,296+74.0% |
| Admin fee / account holder | $2,691 | $8,227-67.3% | $12,690-78.8% | $6,918-61.1% |