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 | $34,002 | $24,730+37.5% | $66,042-48.5% | $84,808-59.9% |
| Participation rate | 95.7% | 68.1%+27.6pp | 67.5%+28.1pp | 68.3%+27.3pp |
| Annual return | 17.54% | 79.55%-62.0pp | 52.11%-34.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,110 | $857+263.0% | $1,579+96.9% | $2,631+18.2% |
| Participant deferral / active EE | $2,219 | $1,737+27.7% | $2,835-21.7% | $4,212-47.3% |
| Admin fee / account holder | $2,098 | $3,014-30.4% | $5,747-63.5% | $7,344-71.4% |