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 | $38,736 | $84,233-54.0% | $170,442-77.3% | $70,131-44.8% |
| Participation rate | 93.2% | 70.8%+22.4pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,025 | $3,387-40.2% | $5,433-62.7% | $2,342-13.6% |
| Participant deferral / active EE | $2,759 | $3,086-10.6% | $4,939-44.2% | $3,332-17.2% |
| Admin fee / account holder | $915 | $5,698-83.9% | $13,880-93.4% | $4,645-80.3% |