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 | $29,184 | $85,766-66.0% | $136,294-78.6% | $70,131-58.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,363 | $2,966-20.3% | $4,695-49.7% | $2,342+0.9% |
| Participant deferral / active EE | $4,377 | $5,051-13.4% | $6,247-29.9% | $3,332+31.4% |
| Admin fee / account holder | $1,430 | $5,420-73.6% | $9,243-84.5% | $4,645-69.2% |