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 | $39,753 | $81,248-51.1% | $155,509-74.4% | $80,856-50.8% |
| Participation rate | 78.7% | 66.2%+12.4pp | 78.2%+0.5pp | 67.6%+11.0pp |
| Annual return | 15.94% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,433 | $3,100-53.8% | $4,672-69.3% | $2,755-48.0% |
| Participant deferral / active EE | $2,577 | $3,452-25.3% | $5,626-54.2% | $4,296-40.0% |
| Admin fee / account holder | $3,085 | $7,997-61.4% | $15,912-80.6% | $6,918-55.4% |