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 | $37,256 | $85,766-56.6% | $136,294-72.7% | $70,131-46.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 22.35% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $2,911 | $2,966-1.8% | $4,695-38.0% | $2,342+24.3% |
| Participant deferral / active EE | $5,034 | $5,051-0.3% | $6,247-19.4% | $3,332+51.1% |
| Admin fee / account holder | $2,924 | $5,420-46.1% | $9,243-68.4% | $4,645-37.1% |