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 | $34,713 | $56,053-38.1% | $75,972-54.3% | $80,856-57.1% |
| Participation rate | 95.6% | 62.0%+33.5pp | 69.1%+26.5pp | 67.6%+27.9pp |
| Annual return | 11.89% | 20.53%-8.6pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,111 | $1,874-40.7% | $2,685-58.6% | $2,755-59.7% |
| Participant deferral / active EE | $1,459 | $3,052-52.2% | $4,255-65.7% | $4,296-66.0% |
| Admin fee / account holder | $9,029 | $5,234+72.5% | $6,467+39.6% | $6,918+30.5% |