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 | $39,405 | $112,096-64.8% | $95,952-58.9% | $158,922-75.2% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 16.22% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $707 | $3,198-77.9% | $2,541-72.2% | $4,761-85.1% |
| Participant deferral / active EE | $11,423 | $4,784+138.8% | $4,167+174.1% | $5,982+90.9% |
| Admin fee / account holder | $16,260 | $10,130+60.5% | $6,795+139.3% | $11,246+44.6% |