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 | $38,561 | $76,000-49.3% | $154,107-75.0% | $64,186-39.9% |
| Participation rate | 76.3% | 70.4%+5.9pp | 83.0%-6.7pp | 69.6%+6.7pp |
| Annual return | 7.94% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,015 | $3,351-69.7% | $5,298-80.8% | $2,381-57.4% |
| Participant deferral / active EE | $1,912 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $1,437 | $5,596-74.3% | $13,411-89.3% | $4,888-70.6% |