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 | $37,699 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.67% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,457 | $5,261-53.3% | $4,735-48.1% | $4,762-48.4% |
| Participant deferral / active EE | $5,231 | $7,109-26.4% | $6,709-22.0% | $5,850-10.6% |
| Admin fee / account holder | $2,938 | $12,120-75.8% | $10,261-71.4% | $11,596-74.7% |