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 | $42,171 | $115,770-63.6% | $101,248-58.3% | $158,922-73.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 21.36% | 56.14%-34.8pp | 46.47%-25.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,249 | $4,175-46.1% | $3,660-38.5% | $4,761-52.8% |
| Participant deferral / active EE | $3,790 | $4,957-23.5% | $4,370-13.3% | $5,982-36.6% |
| Admin fee / account holder | $2,263 | $7,245-68.8% | $5,945-61.9% | $11,246-79.9% |