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 | $38,490 | $96,635-60.2% | $86,612-55.6% | $139,434-72.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.61% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,642 | $3,263+11.6% | $3,022+20.5% | $4,751-23.3% |
| Participant deferral / active EE | $3,642 | $4,836-24.7% | $4,438-17.9% | $6,710-45.7% |
| Admin fee / account holder | $1,630 | $6,408-74.6% | $5,614-71.0% | $11,403-85.7% |