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 | $37,320 | $102,966-63.8% | $90,281-58.7% | $152,861-75.6% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 22.32% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,273 | $3,139-59.4% | $2,854-55.4% | $4,762-73.3% |
| Participant deferral / active EE | $3,010 | $4,281-29.7% | $3,885-22.5% | $5,850-48.5% |
| Admin fee / account holder | $1,156 | $6,171-81.3% | $5,351-78.4% | $11,596-90.0% |