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 | $34,932 | $48,230-27.6% | $67,502-48.3% | $80,856-56.8% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.7pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,225 | $2,020+10.2% | $2,731-18.5% | $2,755-19.2% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,764 | $3,681-52.1% | $3,998-55.9% | $6,918-74.5% |