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 9-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 | $55,932 | $51,576+8.4% | $129,207-56.7% | $80,856-30.8% |
| Participation rate | 84.5% | 57.0%+27.5pp | 69.6%+14.9pp | 67.6%+16.9pp |
| Annual return | 18.50% | 20.81%-2.3pp | 9417.33%-9398.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,379 | $1,584-12.9% | $4,153-66.8% | $2,755-49.9% |
| Participant deferral / active EE | $4,020 | $2,669+50.6% | $4,168-3.5% | $4,296-6.4% |
| Admin fee / account holder | $708 | $4,305-83.6% | $7,715-90.8% | $6,918-89.8% |