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 | $37,677 | $127,777-70.5% | $106,548-64.6% | $167,490-77.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 33.87%-23.1pp | 26.80%-16.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,086 | $3,427+48.4% | $2,819+80.4% | $4,837+5.1% |
| Participant deferral / active EE | $4,710 | $5,087-7.4% | $4,398+7.1% | $6,341-25.7% |
| Admin fee / account holder | $1,054 | $11,228-90.6% | $7,407-85.8% | $12,309-91.4% |