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 | $42,749 | $105,181-59.4% | $159,436-73.2% | $85,850-50.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.8%+4.3pp | 69.3%+17.8pp |
| Annual return | 13.23% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $719 | $3,318-78.3% | $4,829-85.1% | $2,565-72.0% |
| Participant deferral / active EE | $4,381 | $5,945-26.3% | $7,352-40.4% | $3,952+10.9% |
| Admin fee / account holder | $1,462 | $6,933-78.9% | $10,799-86.5% | $6,260-76.6% |