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 | $38,656 | $112,881-65.8% | $90,951-57.5% | $158,922-75.7% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 11.67% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,163 | $2,893-59.8% | $2,122-45.2% | $4,761-75.6% |
| Participant deferral / active EE | $2,334 | $4,128-43.5% | $3,373-30.8% | $5,982-61.0% |
| Admin fee / account holder | $9,548 | $8,041+18.7% | $5,959+60.2% | $11,246-15.1% |