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 | $36,652 | $98,750-62.9% | $149,696-75.5% | $79,858-54.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.2pp |
| Annual return | 25.08% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,897 | $3,216-9.9% | $4,644-37.6% | $2,471+17.3% |
| Participant deferral / active EE | $6,587 | $5,680+16.0% | $6,842-3.7% | $3,740+76.1% |
| Admin fee / account holder | $982 | $6,053-83.8% | $9,309-89.4% | $5,306-81.5% |