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 | $33,563 | $85,766-60.9% | $136,294-75.4% | $70,131-52.1% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 36.43% | 31.45%+5.0pp | 5155.94%-5119.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $3,218 | $2,966+8.5% | $4,695-31.5% | $2,342+37.4% |
| Participant deferral / active EE | $4,028 | $5,051-20.3% | $6,247-35.5% | $3,332+20.9% |
| Admin fee / account holder | $911 | $5,420-83.2% | $9,243-90.1% | $4,645-80.4% |