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 | $41,105 | $118,680-65.4% | $98,907-58.4% | $158,922-74.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 6.29% | 372.35%-366.1pp | 196.43%-190.1pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,471 | $3,333-55.9% | $2,689-45.3% | $4,761-69.1% |
| Participant deferral / active EE | $2,082 | $5,088-59.1% | $4,244-50.9% | $5,982-65.2% |
| Admin fee / account holder | $4,945 | $10,131-51.2% | $6,642-25.5% | $11,246-56.0% |