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 | $56,494 | $99,020-42.9% | $86,590-34.8% | $147,584-61.7% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 10.08% | 1312.34%-1302.3pp | 964.84%-954.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,399 | $3,132-55.3% | $2,839-50.7% | $4,876-71.3% |
| Participant deferral / active EE | $6,211 | $3,972+56.4% | $3,609+72.1% | $5,439+14.2% |
| Admin fee / account holder | $2,837 | $5,710-50.3% | $4,906-42.2% | $10,885-73.9% |