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 | $43,233 | $85,766-49.6% | $136,294-68.3% | $70,131-38.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 20.59% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $4,370 | $2,966+47.3% | $4,695-6.9% | $2,342+86.6% |
| Participant deferral / active EE | $7,879 | $5,051+56.0% | $6,247+26.1% | $3,332+136.5% |
| Admin fee / account holder | $9,158 | $5,420+69.0% | $9,243-0.9% | $4,645+97.1% |