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 | $43,552 | $29,660+46.8% | $56,411-22.8% | $80,856-46.1% |
| Participation rate | 78.4% | 41.6%+36.7pp | 52.5%+25.9pp | 67.6%+10.7pp |
| Annual return | 13.97% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $697 | $669+4.1% | $1,039-32.9% | $2,755-74.7% |
| Participant deferral / active EE | $3,252 | $1,226+165.3% | $1,952+66.6% | $4,296-24.3% |
| Admin fee / account holder | $921 | $2,428-62.1% | $2,829-67.5% | $6,918-86.7% |