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 | $38,280 | $89,355-57.2% | $141,162-72.9% | $72,985-47.6% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 77.05% | 111.85%-34.8pp | 71.39%+5.7pp | 81.00%-4.0pp |
| Employer contribution / active EE | $1,794 | $3,114-42.4% | $4,735-62.1% | $2,440-26.5% |
| Participant deferral / active EE | $3,253 | $5,418-40.0% | $6,709-51.5% | $3,607-9.8% |
| Admin fee / account holder | $668 | $5,958-88.8% | $10,261-93.5% | $5,124-87.0% |