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 | $56,170 | $127,777-56.0% | $106,548-47.3% | $167,490-66.5% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 11.43% | 33.87%-22.4pp | 26.80%-15.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,107 | $3,427-38.5% | $2,819-25.3% | $4,837-56.5% |
| Participant deferral / active EE | $9,502 | $5,087+86.8% | $4,398+116.0% | $6,341+49.8% |
| Admin fee / account holder | $579 | $11,228-94.8% | $7,407-92.2% | $12,309-95.3% |