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 | $59,024 | $79,013-25.3% | $100,391-41.2% | $74,495-20.8% |
| Participation rate | 93.3% | 79.5%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 29.62% | 20.41%+9.2pp | 49.20%-19.6pp | 1364.94%-1335.3pp |
| Employer contribution / active EE | $3,113 | $3,021+3.0% | $3,942-21.0% | $2,623+18.7% |
| Participant deferral / active EE | $6,014 | $7,760-22.5% | $8,082-25.6% | $4,346+38.4% |
| Admin fee / account holder | $2,455 | $1,320+86.0% | $7,899-68.9% | $1,942+26.4% |