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 | $39,520 | $81,632-51.6% | $70,449-43.9% | $158,922-75.1% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 12.81% | 208.40%-195.6pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,046 | $3,217-5.3% | $2,737+11.3% | $4,761-36.0% |
| Participant deferral / active EE | $6,820 | $4,554+49.8% | $3,709+83.9% | $5,982+14.0% |
| Admin fee / account holder | $2,137 | $6,193-65.5% | $3,845-44.4% | $11,246-81.0% |