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 | $40,947 | $98,750-58.5% | $149,696-72.6% | $79,858-48.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 17.57% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,924 | $3,216-40.2% | $4,644-58.6% | $2,471-22.1% |
| Participant deferral / active EE | $3,243 | $5,680-42.9% | $6,842-52.6% | $3,740-13.3% |
| Admin fee / account holder | $1,274 | $6,053-79.0% | $9,309-86.3% | $5,306-76.0% |