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 | $41,347 | $117,841-64.9% | $102,423-59.6% | $145,922-71.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 15.10% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,024 | $3,615-44.0% | $3,023-33.0% | $4,660-56.6% |
| Participant deferral / active EE | $2,576 | $5,731-55.1% | $5,053-49.0% | $6,688-61.5% |
| Admin fee / account holder | $2,532 | $13,326-81.0% | $9,451-73.2% | $13,397-81.1% |