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 | $32,787 | $85,766-61.8% | $136,294-75.9% | $70,131-53.2% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 19.66% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,192 | $2,966-59.8% | $4,695-74.6% | $2,342-49.1% |
| Participant deferral / active EE | $3,129 | $5,051-38.1% | $6,247-49.9% | $3,332-6.1% |
| Admin fee / account holder | $1,512 | $5,420-72.1% | $9,243-83.6% | $4,645-67.5% |