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 | $32,420 | $85,766-62.2% | $136,294-76.2% | $70,131-53.8% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 19.30% | 31.45%-12.2pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $749 | $2,966-74.8% | $4,695-84.1% | $2,342-68.0% |
| Participant deferral / active EE | $4,613 | $5,051-8.7% | $6,247-26.2% | $3,332+38.4% |
| Admin fee / account holder | $2,213 | $5,420-59.2% | $9,243-76.1% | $4,645-52.4% |