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 | $42,164 | $112,096-62.4% | $95,952-56.1% | $158,922-73.5% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 20.47% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,263 | $3,198-29.2% | $2,541-10.9% | $4,761-52.5% |
| Participant deferral / active EE | $3,208 | $4,784-32.9% | $4,167-23.0% | $5,982-46.4% |
| Admin fee / account holder | $3,770 | $10,130-62.8% | $6,795-44.5% | $11,246-66.5% |