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 | $42,436 | $85,766-50.5% | $136,294-68.9% | $70,131-39.5% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 20.22% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,423 | $2,966-18.3% | $4,695-48.4% | $2,342+3.4% |
| Participant deferral / active EE | $5,164 | $5,051+2.2% | $6,247-17.3% | $3,332+55.0% |
| Admin fee / account holder | $892 | $5,420-83.5% | $9,243-90.3% | $4,645-80.8% |