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 | $38,582 | $90,600-57.4% | $79,464-51.4% | $135,375-71.5% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | 9.37% | 977.43%-968.1pp | 718.14%-708.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,211 | $3,068-27.9% | $2,800-21.0% | $4,779-53.7% |
| Participant deferral / active EE | $5,933 | $4,050+46.5% | $3,704+60.2% | $5,609+5.8% |
| Admin fee / account holder | $3,139 | $5,907-46.9% | $5,113-38.6% | $10,827-71.0% |