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 | $36,556 | $75,828-51.8% | $147,614-75.2% | $59,632-38.7% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | 1.88% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $2,772 | $3,485-20.4% | $5,564-50.2% | $2,203+25.9% |
| Participant deferral / active EE | $2,256 | $3,130-27.9% | $4,895-53.9% | $3,192-29.3% |
| Admin fee / account holder | $8,489 | $5,985+41.8% | $11,611-26.9% | $4,297+97.6% |