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 9-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 | $45,087 | $58,208-22.5% | $81,812-44.9% | $80,856-44.2% |
| Participation rate | 85.1% | 63.4%+21.7pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 11.43% | 41.66%-30.2pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,223 | $2,340-47.7% | $2,912-58.0% | $2,755-55.6% |
| Participant deferral / active EE | $4,426 | $3,281+34.9% | $4,319+2.5% | $4,296+3.0% |
| Admin fee / account holder | $10,468 | $4,981+110.1% | $7,386+41.7% | $6,918+51.3% |