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 | $49,722 | $85,766-42.0% | $136,294-63.5% | $70,131-29.1% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.5pp | 69.5%+12.9pp |
| Annual return | 18.35% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,581 | $2,966-46.7% | $4,695-66.3% | $2,342-32.5% |
| Participant deferral / active EE | $3,601 | $5,051-28.7% | $6,247-42.4% | $3,332+8.1% |
| Admin fee / account holder | $913 | $5,420-83.1% | $9,243-90.1% | $4,645-80.3% |