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 | $30,930 | $48,795-36.6% | $65,493-52.8% | $84,808-63.5% |
| Participation rate | 90.3% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+22.0pp |
| Annual return | 13.42% | 20.20%-6.8pp | 982.45%-969.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,902 | $1,930+50.4% | $2,574+12.7% | $2,631+10.3% |
| Participant deferral / active EE | $2,309 | $2,928-21.1% | $3,961-41.7% | $4,212-45.2% |
| Admin fee / account holder | $11,024 | $3,877+184.3% | $5,028+119.2% | $7,344+50.1% |