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 | $38,709 | $115,708-66.5% | $65,255-40.7% | $139,434-72.2% |
| Participation rate | 75.0% | 67.8%+7.2pp | 65.0%+10.0pp | 80.3%-5.3pp |
| Annual return | 18.44% | 31.19%-12.7pp | 47.35%-28.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,048 | $2,599-59.7% | $1,691-38.0% | $4,751-77.9% |
| Participant deferral / active EE | $1,029 | $4,240-75.7% | $2,831-63.7% | $6,710-84.7% |
| Admin fee / account holder | $1,172 | $6,698-82.5% | $4,112-71.5% | $11,403-89.7% |