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 | $38,731 | $105,998-63.5% | $92,233-58.0% | $147,584-73.8% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $973 | $4,333-77.5% | $3,679-73.6% | $4,876-80.0% |
| Participant deferral / active EE | $5,108 | $4,478+14.1% | $3,897+31.1% | $5,439-6.1% |
| Admin fee / account holder | $4,221 | $6,332-33.3% | $5,194-18.7% | $10,885-61.2% |