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 | $38,617 | $85,766-55.0% | $136,294-71.7% | $70,131-44.9% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 20.11% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,929 | $2,966-35.0% | $4,695-58.9% | $2,342-17.7% |
| Participant deferral / active EE | $3,546 | $5,051-29.8% | $6,247-43.2% | $3,332+6.4% |
| Admin fee / account holder | $1,353 | $5,420-75.0% | $9,243-85.4% | $4,645-70.9% |