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 | $41,182 | $96,635-57.4% | $86,612-52.5% | $139,434-70.5% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 17.85% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,562 | $3,263-52.1% | $3,022-48.3% | $4,751-67.1% |
| Participant deferral / active EE | $3,307 | $4,836-31.6% | $4,438-25.5% | $6,710-50.7% |
| Admin fee / account holder | $1,373 | $6,408-78.6% | $5,614-75.5% | $11,403-88.0% |