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 | $33,250 | $85,202-61.0% | $172,739-80.8% | $72,985-54.4% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.1pp | 69.5%+18.3pp |
| Annual return | 21.99% | 27.32%-5.3pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,767 | $3,324-46.8% | $5,143-65.6% | $2,440-27.6% |
| Participant deferral / active EE | $3,694 | $3,260+13.3% | $5,198-28.9% | $3,607+2.4% |
| Admin fee / account holder | $1,151 | $5,884-80.4% | $13,954-91.8% | $5,124-77.5% |