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 | $33,528 | $85,766-60.9% | $136,294-75.4% | $70,131-52.2% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 16.87% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,279 | $2,966+78.0% | $4,695+12.4% | $2,342+125.4% |
| Participant deferral / active EE | $4,075 | $5,051-19.3% | $6,247-34.8% | $3,332+22.3% |
| Admin fee / account holder | $307 | $5,420-94.3% | $9,243-96.7% | $4,645-93.4% |