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 | $36,494 | $117,841-69.0% | $102,423-64.4% | $145,922-75.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 9.57% | 31.65%-22.1pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,706 | $3,615-52.8% | $3,023-43.6% | $4,660-63.4% |
| Participant deferral / active EE | $4,291 | $5,731-25.1% | $5,053-15.1% | $6,688-35.8% |
| Admin fee / account holder | $16,796 | $13,326+26.0% | $9,451+77.7% | $13,397+25.4% |