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 | $37,597 | $45,152-16.7% | $73,843-49.1% | $59,632-37.0% |
| Participation rate | 96.5% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.8pp |
| Annual return | -0.99% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,564 | $1,902+34.8% | $2,787-8.0% | $2,203+16.4% |
| Participant deferral / active EE | $4,704 | $2,574+82.7% | $3,583+31.3% | $3,192+47.4% |
| Admin fee / account holder | $4,368 | $3,516+24.2% | $4,880-10.5% | $4,297+1.7% |