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 | $58,080 | $98,750-41.2% | $149,696-61.2% | $79,858-27.3% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 21.35% | 27.43%-6.1pp | 276.60%-255.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $953 | $3,216-70.4% | $4,644-79.5% | $2,471-61.4% |
| Participant deferral / active EE | $6,527 | $5,680+14.9% | $6,842-4.6% | $3,740+74.5% |
| Admin fee / account holder | $1,922 | $6,053-68.2% | $9,309-79.4% | $5,306-63.8% |