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 | $38,633 | $106,515-63.7% | $96,683-60.0% | $139,434-72.3% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 16.03% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,788 | $4,103-56.4% | $3,737-52.2% | $4,751-62.4% |
| Participant deferral / active EE | $5,115 | $5,454-6.2% | $4,878+4.9% | $6,710-23.8% |
| Admin fee / account holder | $4,709 | $7,877-40.2% | $6,730-30.0% | $11,403-58.7% |