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 | $30,298 | $65,561-53.8% | $86,188-64.8% | $75,163-59.7% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.4pp | 67.2%+12.1pp |
| Annual return | 18.00% | 46.05%-28.1pp | 1168.45%-1150.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,651 | $1,553+135.2% | $2,380+53.4% | $2,670+36.8% |
| Participant deferral / active EE | $5,614 | $3,024+85.7% | $3,985+40.9% | $4,125+36.1% |
| Admin fee / account holder | $2,301 | $5,474-58.0% | $6,852-66.4% | $5,651-59.3% |