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 | $35,634 | $84,233-57.7% | $170,442-79.1% | $70,131-49.2% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 29.73% | 23.06%+6.7pp | 205.93%-176.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $2,147 | $3,387-36.6% | $5,433-60.5% | $2,342-8.3% |
| Participant deferral / active EE | $3,677 | $3,086+19.2% | $4,939-25.6% | $3,332+10.4% |
| Admin fee / account holder | $336 | $5,698-94.1% | $13,880-97.6% | $4,645-92.8% |