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 | $43,841 | $85,766-48.9% | $136,294-67.8% | $70,131-37.5% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.1pp | 69.5%+13.4pp |
| Annual return | 23.27% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $4,843 | $2,966+63.3% | $4,695+3.1% | $2,342+106.7% |
| Participant deferral / active EE | $7,956 | $5,051+57.5% | $6,247+27.4% | $3,332+138.8% |
| Admin fee / account holder | $1,714 | $5,420-68.4% | $9,243-81.5% | $4,645-63.1% |