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 7-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 | $38,429 | $100,773-61.9% | $88,946-56.8% | $142,382-73.0% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 21.12% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,531 | $2,918+21.0% | $2,555+38.2% | $4,299-17.9% |
| Participant deferral / active EE | $5,459 | $5,230+4.4% | $4,581+19.2% | $6,507-16.1% |
| Admin fee / account holder | $452 | $9,693-95.3% | $8,261-94.5% | $12,624-96.4% |