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 | $39,967 | $96,484-58.6% | $75,886-47.3% | $152,861-73.9% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.3%+1.3pp | 82.4%-11.9pp |
| Annual return | 15.46% | 33.98%-18.5pp | 30.76%-15.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,434 | $3,309-56.7% | $2,500-42.7% | $4,762-69.9% |
| Participant deferral / active EE | $1,890 | $4,553-58.5% | $3,603-47.6% | $5,850-67.7% |
| Admin fee / account holder | $5,078 | $8,078-37.1% | $5,418-6.3% | $11,596-56.2% |