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 | $53,614 | $89,355-40.0% | $141,162-62.0% | $72,985-26.5% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 23.88% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,211 | $3,114-29.0% | $4,735-53.3% | $2,440-9.4% |
| Participant deferral / active EE | $5,349 | $5,418-1.3% | $6,709-20.3% | $3,607+48.3% |
| Admin fee / account holder | $741 | $5,958-87.6% | $10,261-92.8% | $5,124-85.5% |