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 | $42,500 | $98,750-57.0% | $149,696-71.6% | $79,858-46.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 35.97% | 27.43%+8.5pp | 276.60%-240.6pp | 31.71%+4.3pp |
| Employer contribution / active EE | $1,172 | $3,216-63.5% | $4,644-74.8% | $2,471-52.6% |
| Participant deferral / active EE | $7,764 | $5,680+36.7% | $6,842+13.5% | $3,740+107.6% |
| Admin fee / account holder | $8,258 | $6,053+36.4% | $9,309-11.3% | $5,306+55.6% |