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 | $41,495 | $89,753-53.8% | $107,525-61.4% | $84,808-51.1% |
| Participation rate | 79.2% | 68.1%+11.2pp | 75.1%+4.1pp | 68.3%+10.9pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,275 | $3,113+37.3% | $3,754+13.9% | $2,631+62.5% |
| Participant deferral / active EE | $2,468 | $4,056-39.1% | $5,116-51.8% | $4,212-41.4% |
| Admin fee / account holder | $1,590 | $7,222-78.0% | $8,919-82.2% | $7,344-78.3% |