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 | $52,937 | $51,576+2.6% | $129,207-59.0% | $80,856-34.5% |
| Participation rate | 76.8% | 57.0%+19.8pp | 69.6%+7.2pp | 67.6%+9.1pp |
| Annual return | 15.24% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,986 | $1,584+25.4% | $4,153-52.2% | $2,755-27.9% |
| Participant deferral / active EE | $4,581 | $2,669+71.7% | $4,168+9.9% | $4,296+6.6% |
| Admin fee / account holder | $3,531 | $4,305-18.0% | $7,715-54.2% | $6,918-49.0% |