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 | $49,741 | $89,355-44.3% | $141,162-64.8% | $72,985-31.8% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 25.32% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,113 | $3,114-64.3% | $4,735-76.5% | $2,440-54.4% |
| Participant deferral / active EE | $8,558 | $5,418+58.0% | $6,709+27.6% | $3,607+137.2% |
| Admin fee / account holder | $950 | $5,958-84.0% | $10,261-90.7% | $5,124-81.5% |