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 | $44,318 | $73,933-40.1% | $96,683-54.2% | $75,163-41.0% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.6pp | 67.2%+24.7pp |
| Annual return | 15.00% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,360 | $2,928-19.4% | $3,737-36.8% | $2,670-11.6% |
| Participant deferral / active EE | $4,967 | $3,659+35.8% | $4,878+1.8% | $4,125+20.4% |
| Admin fee / account holder | $1,660 | $5,216-68.2% | $6,730-75.3% | $5,651-70.6% |