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 | $30,803 | $98,750-68.8% | $149,696-79.4% | $79,858-61.4% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 24.30% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,627 | $3,216-18.3% | $4,644-43.4% | $2,471+6.3% |
| Participant deferral / active EE | $6,214 | $5,680+9.4% | $6,842-9.2% | $3,740+66.1% |
| Admin fee / account holder | $927 | $6,053-84.7% | $9,309-90.0% | $5,306-82.5% |