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 | $38,188 | $85,766-55.5% | $136,294-72.0% | $70,131-45.5% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 15.16% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,469 | $2,966+84.4% | $4,695+16.5% | $2,342+133.5% |
| Participant deferral / active EE | $3,020 | $5,051-40.2% | $6,247-51.7% | $3,332-9.4% |
| Admin fee / account holder | $482 | $5,420-91.1% | $9,243-94.8% | $4,645-89.6% |