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 | $37,272 | $78,705-52.6% | $117,854-68.4% | $70,131-46.9% |
| Participation rate | 89.7% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 17.34% | 23.30%-6.0pp | 335.08%-317.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,583 | $2,223-28.8% | $3,786-58.2% | $2,342-32.4% |
| Participant deferral / active EE | $3,896 | $3,297+18.2% | $4,482-13.1% | $3,332+16.9% |
| Admin fee / account holder | $973 | $5,065-80.8% | $8,020-87.9% | $4,645-79.1% |