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 | $64,905 | $85,766-24.3% | $136,294-52.4% | $70,131-7.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 16.11% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,687 | $2,966-9.4% | $4,695-42.8% | $2,342+14.7% |
| Participant deferral / active EE | $4,902 | $5,051-3.0% | $6,247-21.5% | $3,332+47.1% |
| Admin fee / account holder | $5,192 | $5,420-4.2% | $9,243-43.8% | $4,645+11.8% |