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 | $34,923 | $85,766-59.3% | $136,294-74.4% | $70,131-50.2% |
| Participation rate | 77.3% | 74.2%+3.1pp | 81.9%-4.6pp | 69.5%+7.7pp |
| Annual return | 27.50% | 31.45%-4.0pp | 5155.94%-5128.4pp | 73.14%-45.6pp |
| Employer contribution / active EE | $2,267 | $2,966-23.6% | $4,695-51.7% | $2,342-3.2% |
| Participant deferral / active EE | $5,971 | $5,051+18.2% | $6,247-4.4% | $3,332+79.2% |
| Admin fee / account holder | $1,225 | $5,420-77.4% | $9,243-86.8% | $4,645-73.6% |