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 | $38,193 | $91,538-58.3% | $129,995-70.6% | $75,163-49.2% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 18.56% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,800 | $2,845-36.7% | $4,320-58.3% | $2,670-32.6% |
| Participant deferral / active EE | $3,129 | $4,341-27.9% | $5,820-46.2% | $4,125-24.2% |
| Admin fee / account holder | $1,659 | $6,790-75.6% | $10,614-84.4% | $5,651-70.6% |