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 | $45,975 | $84,233-45.4% | $170,442-73.0% | $70,131-34.4% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 21.60% | 23.06%-1.5pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,266 | $3,387-33.1% | $5,433-58.3% | $2,342-3.3% |
| Participant deferral / active EE | $3,611 | $3,086+17.0% | $4,939-26.9% | $3,332+8.4% |
| Admin fee / account holder | $610 | $5,698-89.3% | $13,880-95.6% | $4,645-86.9% |