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 | $26,156 | $89,355-70.7% | $141,162-81.5% | $72,985-64.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 24.04% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,326 | $3,114-25.3% | $4,735-50.9% | $2,440-4.7% |
| Participant deferral / active EE | $5,489 | $5,418+1.3% | $6,709-18.2% | $3,607+52.2% |
| Admin fee / account holder | $544 | $5,958-90.9% | $10,261-94.7% | $5,124-89.4% |