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 | $44,317 | $98,240-54.9% | $82,313-46.2% | $147,584-70.0% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 18.32% | 30.85%-12.5pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,500 | $3,192+9.7% | $2,428+44.1% | $4,876-28.2% |
| Participant deferral / active EE | $6,601 | $4,383+50.6% | $3,706+78.1% | $5,439+21.4% |
| Admin fee / account holder | $482 | $8,563-94.4% | $5,608-91.4% | $10,885-95.6% |