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 | $34,500 | $93,571-63.1% | $135,903-74.6% | $75,163-54.1% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.9%-1.0pp | 67.2%+13.8pp |
| Annual return | 22.39% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,773 | $3,537+6.7% | $4,856-22.3% | $2,670+41.3% |
| Participant deferral / active EE | $7,992 | $6,404+24.8% | $7,758+3.0% | $4,125+93.7% |
| Admin fee / account holder | $2,321 | $6,975-66.7% | $10,762-78.4% | $5,651-58.9% |