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 | $62,642 | $85,766-27.0% | $136,294-54.0% | $70,131-10.7% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.07% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,962 | $2,966-33.8% | $4,695-58.2% | $2,342-16.2% |
| Participant deferral / active EE | $2,707 | $5,051-46.4% | $6,247-56.7% | $3,332-18.8% |
| Admin fee / account holder | $3,235 | $5,420-40.3% | $9,243-65.0% | $4,645-30.4% |