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 | $38,920 | $86,929-55.2% | $102,423-62.0% | $80,856-51.9% |
| Participation rate | 70.5% | 72.4%-1.8pp | 76.5%-6.0pp | 67.6%+2.9pp |
| Annual return | 44.63% | 18.88%+25.7pp | 29.32%+15.3pp | 35.59%+9.0pp |
| Employer contribution / active EE | $1,482 | $2,369-37.4% | $3,023-51.0% | $2,755-46.2% |
| Participant deferral / active EE | $2,177 | $4,118-47.1% | $5,053-56.9% | $4,296-49.3% |
| Admin fee / account holder | $4,847 | $8,049-39.8% | $9,451-48.7% | $6,918-29.9% |