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 | $39,298 | $91,552-57.1% | $133,956-70.7% | $79,858-50.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 10.77% | 61.85%-51.1pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,090 | $2,384-12.3% | $3,919-46.7% | $2,471-15.4% |
| Participant deferral / active EE | $3,913 | $3,733+4.8% | $5,048-22.5% | $3,740+4.6% |
| Admin fee / account holder | $4,644 | $6,321-26.5% | $8,927-48.0% | $5,306-12.5% |