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 | $40,875 | $85,766-52.3% | $136,294-70.0% | $70,131-41.7% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 19.94% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,014 | $2,966-32.1% | $4,695-57.1% | $2,342-14.0% |
| Participant deferral / active EE | $5,233 | $5,051+3.6% | $6,247-16.2% | $3,332+57.1% |
| Admin fee / account holder | $7,790 | $5,420+43.7% | $9,243-15.7% | $4,645+67.7% |