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 | $35,234 | $72,177-51.2% | $115,037-69.4% | $59,632-40.9% |
| Participation rate | 96.4% | 72.6%+23.8pp | 81.4%+15.0pp | 68.7%+27.7pp |
| Annual return | 7.49% | 12.02%-4.5pp | 26.14%-18.6pp | 2041.28%-2033.8pp |
| Employer contribution / active EE | $1,660 | $2,841-41.6% | $4,608-64.0% | $2,203-24.6% |
| Participant deferral / active EE | $5,850 | $4,783+22.3% | $6,026-2.9% | $3,192+83.3% |
| Admin fee / account holder | $1,364 | $4,927-72.3% | $8,175-83.3% | $4,297-68.3% |