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 | $34,501 | $89,355-61.4% | $141,162-75.6% | $72,985-52.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 43.45% | 111.85%-68.4pp | 71.39%-27.9pp | 81.00%-37.5pp |
| Employer contribution / active EE | $2,730 | $3,114-12.3% | $4,735-42.3% | $2,440+11.9% |
| Participant deferral / active EE | $7,241 | $5,418+33.7% | $6,709+7.9% | $3,607+100.7% |
| Admin fee / account holder | $964 | $5,958-83.8% | $10,261-90.6% | $5,124-81.2% |