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 | $32,881 | $85,766-61.7% | $136,294-75.9% | $70,131-53.1% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 19.03% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $6,146 | $2,966+107.2% | $4,695+30.9% | $2,342+162.4% |
| Participant deferral / active EE | $4,624 | $5,051-8.5% | $6,247-26.0% | $3,332+38.8% |
| Admin fee / account holder | $1,200 | $5,420-77.9% | $9,243-87.0% | $4,645-74.2% |