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 | $39,268 | $112,096-65.0% | $95,952-59.1% | $158,922-75.3% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 10.90% | 171.09%-160.2pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,179 | $3,198-31.9% | $2,541-14.2% | $4,761-54.2% |
| Participant deferral / active EE | $2,993 | $4,784-37.4% | $4,167-28.2% | $5,982-50.0% |
| Admin fee / account holder | $3,054 | $10,130-69.9% | $6,795-55.1% | $11,246-72.8% |