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 | $40,908 | $54,762-25.3% | $90,281-54.7% | $72,985-43.9% |
| Participation rate | 97.7% | 65.1%+32.5pp | 73.3%+24.4pp | 69.5%+28.2pp |
| Annual return | 26.00% | 30.63%-4.6pp | 78.10%-52.1pp | 81.00%-55.0pp |
| Employer contribution / active EE | $5,095 | $2,092+143.5% | $2,854+78.5% | $2,440+108.8% |
| Participant deferral / active EE | $4,145 | $2,887+43.6% | $3,885+6.7% | $3,607+14.9% |
| Admin fee / account holder | $4,770 | $3,972+20.1% | $5,351-10.9% | $5,124-6.9% |