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 | $40,474 | $71,050-43.0% | $93,606-56.8% | $80,856-49.9% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 19.45% | 11.26%+8.2pp | 133.20%-113.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,252 | $1,564-19.9% | $2,420-48.3% | $2,755-54.5% |
| Participant deferral / active EE | $1,897 | $4,034-53.0% | $4,411-57.0% | $4,296-55.8% |
| Admin fee / account holder | $529 | $6,945-92.4% | $8,285-93.6% | $6,918-92.3% |