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 | $27,590 | $85,766-67.8% | $136,294-79.8% | $70,131-60.7% |
| Participation rate | 76.8% | 74.2%+2.7pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 18.83% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,153 | $2,966-61.1% | $4,695-75.4% | $2,342-50.8% |
| Participant deferral / active EE | $2,864 | $5,051-43.3% | $6,247-54.1% | $3,332-14.0% |
| Admin fee / account holder | $1,778 | $5,420-67.2% | $9,243-80.8% | $4,645-61.7% |