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 | $40,374 | $58,208-30.6% | $81,812-50.6% | $80,856-50.1% |
| Participation rate | 73.9% | 63.4%+10.5pp | 72.3%+1.6pp | 67.6%+6.3pp |
| Annual return | 24.19% | 41.66%-17.5pp | 773.79%-749.6pp | 35.59%-11.4pp |
| Employer contribution / active EE | $1,127 | $2,340-51.9% | $2,912-61.3% | $2,755-59.1% |
| Participant deferral / active EE | $1,776 | $3,281-45.9% | $4,319-58.9% | $4,296-58.7% |
| Admin fee / account holder | $4,553 | $4,981-8.6% | $7,386-38.4% | $6,918-34.2% |