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 | $35,727 | $84,233-57.6% | $170,442-79.0% | $70,131-49.1% |
| Participation rate | 90.5% | 70.8%+19.6pp | 83.6%+6.9pp | 69.5%+20.9pp |
| Annual return | 13.70% | 23.06%-9.4pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,588 | $3,387-53.1% | $5,433-70.8% | $2,342-32.2% |
| Participant deferral / active EE | $4,703 | $3,086+52.4% | $4,939-4.8% | $3,332+41.1% |
| Admin fee / account holder | $13,063 | $5,698+129.3% | $13,880-5.9% | $4,645+181.2% |