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 | $35,849 | $98,750-63.7% | $149,696-76.1% | $79,858-55.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 19.36% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,803 | $3,216+49.3% | $4,644+3.4% | $2,471+94.4% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,175 | $6,053-64.1% | $9,309-76.6% | $5,306-59.0% |