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 | $39,914 | $79,171-49.6% | $102,423-61.0% | $74,495-46.4% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 12.99% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $966 | $2,362-59.1% | $3,023-68.1% | $2,623-63.2% |
| Participant deferral / active EE | $3,558 | $4,415-19.4% | $5,053-29.6% | $4,346-18.1% |
| Admin fee / account holder | $1,413 | $2,001-29.4% | $9,451-85.1% | $1,942-27.2% |