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 | $34,847 | $85,766-59.4% | $136,294-74.4% | $70,131-50.3% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 21.10% | 31.45%-10.4pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,979 | $2,966-33.3% | $4,695-57.8% | $2,342-15.5% |
| Participant deferral / active EE | $4,174 | $5,051-17.4% | $6,247-33.2% | $3,332+25.3% |
| Admin fee / account holder | $1,351 | $5,420-75.1% | $9,243-85.4% | $4,645-70.9% |