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 | $39,568 | $111,754-64.6% | $103,333-61.7% | $145,922-72.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.10% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $7,277 | $4,212+72.8% | $3,868+88.1% | $4,660+56.2% |
| Participant deferral / active EE | $5,341 | $5,619-4.9% | $5,057+5.6% | $6,688-20.1% |
| Admin fee / account holder | $578 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |