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 | $27,825 | $51,576-46.1% | $129,207-78.5% | $80,856-65.6% |
| Participation rate | 87.8% | 57.0%+30.8pp | 69.6%+18.1pp | 67.6%+20.1pp |
| Annual return | 14.35% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,040 | $1,584+28.8% | $4,153-50.9% | $2,755-25.9% |
| Participant deferral / active EE | $2,788 | $2,669+4.5% | $4,168-33.1% | $4,296-35.1% |
| Admin fee / account holder | $2,405 | $4,305-44.1% | $7,715-68.8% | $6,918-65.2% |