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 | $39,604 | $78,672-49.7% | $109,143-63.7% | $85,850-53.9% |
| Participation rate | 74.3% | 68.3%+6.0pp | 75.9%-1.6pp | 69.3%+5.0pp |
| Annual return | 16.50% | 25.09%-8.6pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,218 | $2,735-18.9% | $3,722-40.4% | $2,565-13.5% |
| Participant deferral / active EE | $4,347 | $3,467+25.4% | $4,653-6.6% | $3,952+10.0% |
| Admin fee / account holder | $2,452 | $5,469-55.2% | $6,752-63.7% | $6,260-60.8% |