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 | $37,417 | $48,570-23.0% | $130,648-71.4% | $72,985-48.7% |
| Participation rate | 72.9% | 58.6%+14.3pp | 71.7%+1.1pp | 69.5%+3.4pp |
| Annual return | 22.74% | 38.63%-15.9pp | 1708.96%-1686.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,244 | $1,334-6.8% | $4,092-69.6% | $2,440-49.0% |
| Participant deferral / active EE | $2,622 | $2,384+10.0% | $3,603-27.2% | $3,607-27.3% |
| Admin fee / account holder | $1,990 | $3,549-43.9% | $5,464-63.6% | $5,124-61.2% |