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 | $34,030 | $58,208-41.5% | $81,812-58.4% | $80,856-57.9% |
| Participation rate | 75.4% | 63.4%+12.0pp | 72.3%+3.0pp | 67.6%+7.7pp |
| Annual return | 15.51% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,815 | $2,340-22.4% | $2,912-37.7% | $2,755-34.1% |
| Participant deferral / active EE | $3,033 | $3,281-7.5% | $4,319-29.8% | $4,296-29.4% |
| Admin fee / account holder | $2,678 | $4,981-46.2% | $7,386-63.7% | $6,918-61.3% |