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 | $34,972 | $63,346-44.8% | $92,233-62.1% | $70,131-50.1% |
| Participation rate | 70.4% | 68.7%+1.7pp | 76.5%-6.1pp | 69.5%+0.8pp |
| Annual return | 17.41% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $714 | $2,471-71.1% | $3,679-80.6% | $2,342-69.5% |
| Participant deferral / active EE | $2,189 | $2,854-23.3% | $3,897-43.8% | $3,332-34.3% |
| Admin fee / account holder | $1,670 | $3,840-56.5% | $5,194-67.8% | $4,645-64.0% |