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 | $48,259 | $85,766-43.7% | $136,294-64.6% | $70,131-31.2% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 19.41% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,858 | $2,966-37.4% | $4,695-60.4% | $2,342-20.7% |
| Participant deferral / active EE | $4,672 | $5,051-7.5% | $6,247-25.2% | $3,332+40.2% |
| Admin fee / account holder | $1,721 | $5,420-68.3% | $9,243-81.4% | $4,645-63.0% |