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 | $35,961 | $105,181-65.8% | $159,436-77.4% | $85,850-58.1% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 19.60% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $5,228 | $3,318+57.5% | $4,829+8.3% | $2,565+103.8% |
| Participant deferral / active EE | $3,462 | $5,945-41.8% | $7,352-52.9% | $3,952-12.4% |
| Admin fee / account holder | $1,095 | $6,933-84.2% | $10,799-89.9% | $6,260-82.5% |