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 | $36,878 | $89,355-58.7% | $141,162-73.9% | $72,985-49.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 27.76% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,150 | $3,114-63.1% | $4,735-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $4,348 | $5,418-19.8% | $6,709-35.2% | $3,607+20.5% |
| Admin fee / account holder | $2,581 | $5,958-56.7% | $10,261-74.8% | $5,124-49.6% |