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 9-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 | $34,151 | $29,660+15.1% | $56,411-39.5% | $80,856-57.8% |
| Participation rate | 98.1% | 41.6%+56.5pp | 52.5%+45.6pp | 67.6%+30.5pp |
| Annual return | 19.07% | 35.23%-16.2pp | 1701.33%-1682.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,544 | $669+429.6% | $1,039+241.3% | $2,755+28.7% |
| Participant deferral / active EE | $2,239 | $1,226+82.6% | $1,952+14.7% | $4,296-47.9% |
| Admin fee / account holder | $596 | $2,428-75.4% | $2,829-78.9% | $6,918-91.4% |