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 | $41,537 | $91,190-54.4% | $178,490-76.7% | $79,858-48.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 17.08% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $791 | $3,256-75.7% | $5,011-84.2% | $2,471-68.0% |
| Participant deferral / active EE | $1,151 | $3,236-64.4% | $5,202-77.9% | $3,740-69.2% |
| Admin fee / account holder | $4,988 | $6,751-26.1% | $13,984-64.3% | $5,306-6.0% |