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 | $42,249 | $85,766-50.7% | $136,294-69.0% | $70,131-39.8% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 16.63% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,789 | $2,966-6.0% | $4,695-40.6% | $2,342+19.1% |
| Participant deferral / active EE | $4,401 | $5,051-12.9% | $6,247-29.6% | $3,332+32.1% |
| Admin fee / account holder | $8,023 | $5,420+48.0% | $9,243-13.2% | $4,645+72.7% |