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 | $64,877 | $85,766-24.4% | $136,294-52.4% | $70,131-7.5% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 22.86% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $3,189 | $2,966+7.5% | $4,695-32.1% | $2,342+36.1% |
| Participant deferral / active EE | $8,251 | $5,051+63.3% | $6,247+32.1% | $3,332+147.7% |
| Admin fee / account holder | $2,112 | $5,420-61.0% | $9,243-77.2% | $4,645-54.5% |