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 8-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 | $45,122 | $106,515-57.6% | $96,683-53.3% | $139,434-67.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.01% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,828 | $4,103-31.1% | $3,737-24.3% | $4,751-40.5% |
| Participant deferral / active EE | $7,827 | $5,454+43.5% | $4,878+60.5% | $6,710+16.6% |
| Admin fee / account holder | $730 | $7,877-90.7% | $6,730-89.1% | $11,403-93.6% |