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 | $63,683 | $85,766-25.7% | $136,294-53.3% | $70,131-9.2% |
| Participation rate | 71.2% | 74.2%-3.0pp | 81.9%-10.7pp | 69.5%+1.6pp |
| Annual return | 15.53% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,013 | $2,966-32.1% | $4,695-57.1% | $2,342-14.1% |
| Participant deferral / active EE | $4,248 | $5,051-15.9% | $6,247-32.0% | $3,332+27.5% |
| Admin fee / account holder | $5,779 | $5,420+6.6% | $9,243-37.5% | $4,645+24.4% |