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 | $33,402 | $76,000-56.1% | $154,107-78.3% | $64,186-48.0% |
| Participation rate | 71.2% | 70.4%+0.7pp | 83.0%-11.9pp | 69.6%+1.6pp |
| Annual return | 16.46% | 30.32%-13.9pp | 735.12%-718.7pp | 7.63%+8.8pp |
| Employer contribution / active EE | $838 | $3,351-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $4,591 | $3,175+44.6% | $5,081-9.6% | $3,470+32.3% |
| Admin fee / account holder | $1,688 | $5,596-69.8% | $13,411-87.4% | $4,888-65.5% |