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 | $38,200 | $183,519-79.2% | $155,509-75.4% | $145,922-73.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 11.91% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,347 | $5,313-55.8% | $4,672-49.8% | $4,660-49.6% |
| Participant deferral / active EE | $4,873 | $6,462-24.6% | $5,626-13.4% | $6,688-27.1% |
| Admin fee / account holder | $17,970 | $19,313-7.0% | $15,912+12.9% | $13,397+34.1% |