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 | $35,353 | $102,966-65.7% | $90,281-60.8% | $152,861-76.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 18.42% | 95.16%-76.7pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $761 | $3,139-75.8% | $2,854-73.3% | $4,762-84.0% |
| Participant deferral / active EE | $5,575 | $4,281+30.2% | $3,885+43.5% | $5,850-4.7% |
| Admin fee / account holder | $14,783 | $6,171+139.6% | $5,351+176.2% | $11,596+27.5% |