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 | $36,945 | $93,571-60.5% | $135,903-72.8% | $75,163-50.8% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 20.73% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,837 | $3,537-19.8% | $4,856-41.6% | $2,670+6.3% |
| Participant deferral / active EE | $9,305 | $6,404+45.3% | $7,758+19.9% | $4,125+125.6% |
| Admin fee / account holder | $6,834 | $6,975-2.0% | $10,762-36.5% | $5,651+20.9% |