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 | $39,100 | $104,907-62.7% | $84,611-53.8% | $152,861-74.4% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 20.94% | 373.79%-352.8pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,920 | $3,302-11.6% | $2,652+10.1% | $4,762-38.7% |
| Participant deferral / active EE | $6,164 | $4,688+31.5% | $3,899+58.1% | $5,850+5.4% |
| Admin fee / account holder | $1,641 | $6,241-73.7% | $4,912-66.6% | $11,596-85.8% |