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 | $40,451 | $60,124-32.7% | $90,404-55.3% | $79,858-49.3% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 16.11% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,826 | $2,068-11.7% | $3,262-44.0% | $2,471-26.1% |
| Participant deferral / active EE | $3,016 | $2,938+2.6% | $3,963-23.9% | $3,740-19.4% |
| Admin fee / account holder | $2,978 | $3,976-25.1% | $5,611-46.9% | $5,306-43.9% |