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 | $34,982 | $105,931-67.0% | $81,930-57.3% | $158,922-78.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 8.01% | 38.17%-30.2pp | 29.49%-21.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $5,590 | $7,800-28.3% | $4,310+29.7% | $4,761+17.4% |
| Participant deferral / active EE | $5,860 | $13,003-54.9% | $7,107-17.5% | $5,982-2.0% |
| Admin fee / account holder | $399 | $8,489-95.3% | $5,158-92.3% | $11,246-96.5% |