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 | $56,677 | $85,766-33.9% | $136,294-58.4% | $70,131-19.2% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 29.51% | 31.45%-1.9pp | 5155.94%-5126.4pp | 73.14%-43.6pp |
| Employer contribution / active EE | $2,785 | $2,966-6.1% | $4,695-40.7% | $2,342+18.9% |
| Participant deferral / active EE | $7,045 | $5,051+39.5% | $6,247+12.8% | $3,332+111.5% |
| Admin fee / account holder | $3,411 | $5,420-37.1% | $9,243-63.1% | $4,645-26.6% |