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 | $42,275 | $103,966-59.3% | $112,887-62.6% | $75,163-43.8% |
| Participation rate | 84.8% | 75.7%+9.2pp | 80.5%+4.3pp | 67.2%+17.7pp |
| Annual return | 18.45% | 24.54%-6.1pp | 34.10%-15.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $7,374 | $3,870+90.5% | $4,563+61.6% | $2,670+176.2% |
| Participant deferral / active EE | $2,376 | $5,456-56.4% | $6,513-63.5% | $4,125-42.4% |
| Admin fee / account holder | $795 | $7,663-89.6% | $7,047-88.7% | $5,651-85.9% |