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 | $53,620 | $85,766-37.5% | $136,294-60.7% | $70,131-23.5% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 20.17% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,087 | $2,966-29.7% | $4,695-55.6% | $2,342-10.9% |
| Participant deferral / active EE | $4,851 | $5,051-4.0% | $6,247-22.3% | $3,332+45.6% |
| Admin fee / account holder | $1,536 | $5,420-71.7% | $9,243-83.4% | $4,645-66.9% |