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 | $38,202 | $98,750-61.3% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 27.60% | 27.43%+0.2pp | 276.60%-249.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $3,866 | $3,216+20.2% | $4,644-16.7% | $2,471+56.5% |
| Participant deferral / active EE | $8,942 | $5,680+57.4% | $6,842+30.7% | $3,740+139.1% |
| Admin fee / account holder | $938 | $6,053-84.5% | $9,309-89.9% | $5,306-82.3% |