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 | $38,032 | $63,346-40.0% | $92,233-58.8% | $70,131-45.8% |
| Participation rate | 76.6% | 68.7%+7.9pp | 76.5%+0.1pp | 69.5%+7.0pp |
| Annual return | 14.48% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,720 | $2,471+10.1% | $3,679-26.1% | $2,342+16.1% |
| Participant deferral / active EE | $2,387 | $2,854-16.4% | $3,897-38.7% | $3,332-28.4% |
| Admin fee / account holder | $1,121 | $3,840-70.8% | $5,194-78.4% | $4,645-75.9% |