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 | $39,110 | $89,753-56.4% | $107,525-63.6% | $84,808-53.9% |
| Participation rate | 94.7% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.4pp |
| Annual return | 19.10% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,863 | $3,113-8.1% | $3,754-23.7% | $2,631+8.8% |
| Participant deferral / active EE | $3,655 | $4,056-9.9% | $5,116-28.5% | $4,212-13.2% |
| Admin fee / account holder | $5,465 | $7,222-24.3% | $8,919-38.7% | $7,344-25.6% |