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 | $33,705 | $57,281-41.2% | $86,612-61.1% | $75,163-55.2% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 13.66% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $448 | $2,314-80.6% | $3,022-85.2% | $2,670-83.2% |
| Participant deferral / active EE | $4,202 | $3,318+26.6% | $4,438-5.3% | $4,125+1.9% |
| Admin fee / account holder | $1,217 | $4,112-70.4% | $5,614-78.3% | $5,651-78.5% |