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 | $63,387 | $85,766-26.1% | $136,294-53.5% | $70,131-9.6% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 15.90% | 31.45%-15.6pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,605 | $2,966-45.9% | $4,695-65.8% | $2,342-31.5% |
| Participant deferral / active EE | $3,807 | $5,051-24.6% | $6,247-39.1% | $3,332+14.3% |
| Admin fee / account holder | $887 | $5,420-83.6% | $9,243-90.4% | $4,645-80.9% |