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 | $40,433 | $53,516-24.4% | $126,539-68.0% | $84,808-52.3% |
| Participation rate | 97.8% | 58.2%+39.5pp | 69.8%+28.0pp | 68.3%+29.5pp |
| Annual return | 17.35% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,687 | $1,535+205.4% | $3,674+27.6% | $2,631+78.1% |
| Participant deferral / active EE | $5,431 | $2,671+103.4% | $4,083+33.0% | $4,212+29.0% |
| Admin fee / account holder | $599 | $4,497-86.7% | $6,065-90.1% | $7,344-91.8% |