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 | $56,345 | $89,355-36.9% | $141,162-60.1% | $72,985-22.8% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 21.73% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,455 | $3,114-21.2% | $4,735-48.1% | $2,440+0.6% |
| Participant deferral / active EE | $5,079 | $5,418-6.3% | $6,709-24.3% | $3,607+40.8% |
| Admin fee / account holder | $357 | $5,958-94.0% | $10,261-96.5% | $5,124-93.0% |