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 | $28,369 | $56,114-49.4% | $96,139-70.5% | $85,850-67.0% |
| Participation rate | 83.9% | 56.7%+27.2pp | 68.4%+15.4pp | 69.3%+14.6pp |
| Annual return | 13.64% | 42.30%-28.7pp | 191.94%-178.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $307 | $1,620-81.0% | $2,797-89.0% | $2,565-88.0% |
| Participant deferral / active EE | $2,369 | $2,859-17.2% | $4,349-45.5% | $3,952-40.1% |
| Admin fee / account holder | $9,719 | $3,768+157.9% | $5,537+75.5% | $6,260+55.3% |