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 | $41,699 | $51,576-19.1% | $129,207-67.7% | $80,856-48.4% |
| Participation rate | 73.1% | 57.0%+16.1pp | 69.6%+3.5pp | 67.6%+5.4pp |
| Annual return | 23.54% | 20.81%+2.7pp | 9417.33%-9393.8pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,642 | $1,584+66.8% | $4,153-36.4% | $2,755-4.1% |
| Participant deferral / active EE | $3,764 | $2,669+41.1% | $4,168-9.7% | $4,296-12.4% |
| Admin fee / account holder | $3,113 | $4,305-27.7% | $7,715-59.6% | $6,918-55.0% |