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 | $52,356 | $100,041-47.7% | $149,718-65.0% | $70,131-25.3% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.1%+2.5pp | 69.5%+20.0pp |
| Annual return | 20.03% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,443 | $3,662-33.3% | $5,445-55.1% | $2,342+4.3% |
| Participant deferral / active EE | $5,538 | $4,983+11.1% | $6,569-15.7% | $3,332+66.2% |
| Admin fee / account holder | $723 | $8,286-91.3% | $11,283-93.6% | $4,645-84.4% |