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 9-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 | $30,234 | $96,635-68.7% | $86,612-65.1% | $139,434-78.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 17.12% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,939 | $3,263-40.6% | $3,022-35.9% | $4,751-59.2% |
| Participant deferral / active EE | $8,408 | $4,836+73.9% | $4,438+89.5% | $6,710+25.3% |
| Admin fee / account holder | $2,581 | $6,408-59.7% | $5,614-54.0% | $11,403-77.4% |