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 | $36,738 | $29,660+23.9% | $56,411-34.9% | $80,856-54.6% |
| Participation rate | 77.6% | 41.6%+35.9pp | 52.5%+25.1pp | 67.6%+9.9pp |
| Annual return | 11.20% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,002 | $669+49.6% | $1,039-3.6% | $2,755-63.6% |
| Participant deferral / active EE | $1,401 | $1,226+14.3% | $1,952-28.2% | $4,296-67.4% |
| Admin fee / account holder | $2,021 | $2,428-16.7% | $2,829-28.5% | $6,918-70.8% |