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 | $40,339 | $108,172-62.7% | $77,482-47.9% | $158,922-74.6% |
| Participation rate | 92.3% | 64.4%+27.9pp | 54.2%+38.1pp | 82.0%+10.3pp |
| Annual return | 9.69% | 31.67%-22.0pp | 54.79%-45.1pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,906 | $1,325+119.4% | $986+194.6% | $4,761-39.0% |
| Participant deferral / active EE | $2,826 | $2,456+15.0% | $1,861+51.8% | $5,982-52.8% |
| Admin fee / account holder | $7,848 | $3,708+111.7% | $2,858+174.6% | $11,246-30.2% |