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 | $39,976 | $98,750-59.5% | $149,696-73.3% | $79,858-49.9% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.5%-2.2pp | 69.6%+10.6pp |
| Annual return | 19.46% | 27.43%-8.0pp | 276.60%-257.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,825 | $3,216-12.2% | $4,644-39.2% | $2,471+14.3% |
| Participant deferral / active EE | $3,391 | $5,680-40.3% | $6,842-50.4% | $3,740-9.3% |
| Admin fee / account holder | $3,856 | $6,053-36.3% | $9,309-58.6% | $5,306-27.3% |