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 | $39,138 | $106,890-63.4% | $84,015-53.4% | $152,861-74.4% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 22.57% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $714 | $2,734-73.9% | $1,983-64.0% | $4,762-85.0% |
| Participant deferral / active EE | $2,131 | $4,011-46.9% | $3,239-34.2% | $5,850-63.6% |
| Admin fee / account holder | $823 | $8,285-90.1% | $6,101-86.5% | $11,596-92.9% |