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 | $37,519 | $74,888-49.9% | $71,209-47.3% | $142,382-73.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 14.65% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,441 | $2,854+90.6% | $2,721+100.0% | $4,299+26.6% |
| Participant deferral / active EE | $3,169 | $4,454-28.9% | $4,175-24.1% | $6,507-51.3% |
| Admin fee / account holder | $4,858 | $5,568-12.8% | $5,349-9.2% | $12,624-61.5% |