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 | $39,992 | $102,966-61.2% | $90,281-55.7% | $152,861-73.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 17.66% | 95.16%-77.5pp | 78.10%-60.4pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,467 | $3,139-21.4% | $2,854-13.6% | $4,762-48.2% |
| Participant deferral / active EE | $2,580 | $4,281-39.7% | $3,885-33.6% | $5,850-55.9% |
| Admin fee / account holder | $2,261 | $6,171-63.4% | $5,351-57.7% | $11,596-80.5% |