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 | $41,269 | $112,096-63.2% | $95,952-57.0% | $158,922-74.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.06% | 171.09%-154.0pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,315 | $3,198-58.9% | $2,541-48.2% | $4,761-72.4% |
| Participant deferral / active EE | $4,791 | $4,784+0.2% | $4,167+15.0% | $5,982-19.9% |
| Admin fee / account holder | $1,680 | $10,130-83.4% | $6,795-75.3% | $11,246-85.1% |