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 | $35,133 | $100,852-65.2% | $90,404-61.1% | $158,922-77.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 10.33% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,824 | $3,689-23.4% | $3,262-13.4% | $4,761-40.7% |
| Participant deferral / active EE | $3,192 | $4,348-26.6% | $3,963-19.5% | $5,982-46.6% |
| Admin fee / account holder | $7,361 | $6,501+13.2% | $5,611+31.2% | $11,246-34.5% |