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 | $53,184 | $82,032-35.2% | $123,104-56.8% | $59,632-10.8% |
| Participation rate | 88.4% | 83.2%+5.2pp | 86.8%+1.6pp | 68.7%+19.7pp |
| Annual return | 10.76% | 5.12%+5.6pp | 13.22%-2.5pp | 2041.28%-2030.5pp |
| Employer contribution / active EE | $1,917 | $3,297-41.8% | $5,151-62.8% | $2,203-13.0% |
| Participant deferral / active EE | $7,111 | $4,667+52.4% | $6,230+14.1% | $3,192+122.8% |
| Admin fee / account holder | $523 | $5,881-91.1% | $9,015-94.2% | $4,297-87.8% |