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 | $36,963 | $89,355-58.6% | $141,162-73.8% | $72,985-49.4% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 42.42% | 111.85%-69.4pp | 71.39%-29.0pp | 81.00%-38.6pp |
| Employer contribution / active EE | $2,629 | $3,114-15.6% | $4,735-44.5% | $2,440+7.7% |
| Participant deferral / active EE | $6,350 | $5,418+17.2% | $6,709-5.4% | $3,607+76.0% |
| Admin fee / account holder | $1,457 | $5,958-75.5% | $10,261-85.8% | $5,124-71.6% |