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 | $32,778 | $65,409-49.9% | $98,442-66.7% | $85,850-61.8% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 14.06% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $819 | $2,168-62.2% | $2,960-72.3% | $2,565-68.1% |
| Participant deferral / active EE | $1,618 | $3,166-48.9% | $4,276-62.2% | $3,952-59.0% |
| Admin fee / account holder | $6,993 | $4,593+52.3% | $5,949+17.5% | $6,260+11.7% |