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 | $48,829 | $85,766-43.1% | $136,294-64.2% | $70,131-30.4% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 23.22% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $3,086 | $2,966+4.1% | $4,695-34.3% | $2,342+31.8% |
| Participant deferral / active EE | $5,845 | $5,051+15.7% | $6,247-6.4% | $3,332+75.4% |
| Admin fee / account holder | $1,379 | $5,420-74.6% | $9,243-85.1% | $4,645-70.3% |