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 | $53,901 | $100,041-46.1% | $149,718-64.0% | $70,131-23.1% |
| Participation rate | 87.8% | 83.6%+4.2pp | 87.1%+0.7pp | 69.5%+18.2pp |
| Annual return | 18.22% | 27.43%-9.2pp | 1501.63%-1483.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,723 | $3,662-52.9% | $5,445-68.4% | $2,342-26.4% |
| Participant deferral / active EE | $3,519 | $4,983-29.4% | $6,569-46.4% | $3,332+5.6% |
| Admin fee / account holder | $975 | $8,286-88.2% | $11,283-91.4% | $4,645-79.0% |