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 5-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 | $37,911 | $99,877-62.0% | $84,966-55.4% | $145,922-74.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.63% | 83.76%-72.1pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,370 | $3,231-57.6% | $2,727-49.8% | $4,660-70.6% |
| Participant deferral / active EE | $7,079 | $5,291+33.8% | $4,519+56.6% | $6,688+5.8% |
| Admin fee / account holder | $1,903 | $7,248-73.7% | $6,149-69.1% | $13,397-85.8% |