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 | $29,442 | $89,355-67.1% | $141,162-79.1% | $72,985-59.7% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 25.59% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,953 | $3,114-5.2% | $4,735-37.6% | $2,440+21.0% |
| Participant deferral / active EE | $5,806 | $5,418+7.2% | $6,709-13.5% | $3,607+60.9% |
| Admin fee / account holder | $4,517 | $5,958-24.2% | $10,261-56.0% | $5,124-11.8% |