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 | $39,769 | $117,841-66.3% | $102,423-61.2% | $145,922-72.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 12.30% | 31.65%-19.4pp | 29.32%-17.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,491 | $3,615-31.1% | $3,023-17.6% | $4,660-46.5% |
| Participant deferral / active EE | $1,820 | $5,731-68.2% | $5,053-64.0% | $6,688-72.8% |
| Admin fee / account holder | $11,340 | $13,326-14.9% | $9,451+20.0% | $13,397-15.4% |