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 | $43,359 | $58,208-25.5% | $81,812-47.0% | $80,856-46.4% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 14.09% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,200 | $2,340+36.7% | $2,912+9.9% | $2,755+16.2% |
| Participant deferral / active EE | $2,857 | $3,281-12.9% | $4,319-33.8% | $4,296-33.5% |
| Admin fee / account holder | $717 | $4,981-85.6% | $7,386-90.3% | $6,918-89.6% |