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 | $41,903 | $157,256-73.4% | $141,162-70.3% | $152,861-72.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 21.27% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,812 | $5,261-65.6% | $4,735-61.7% | $4,762-62.0% |
| Participant deferral / active EE | $5,267 | $7,109-25.9% | $6,709-21.5% | $5,850-10.0% |
| Admin fee / account holder | $1,828 | $12,120-84.9% | $10,261-82.2% | $11,596-84.2% |