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 | $43,884 | $117,841-62.8% | $102,423-57.2% | $145,922-69.9% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 13.40% | 31.65%-18.3pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,283 | $3,615-64.5% | $3,023-57.6% | $4,660-72.5% |
| Participant deferral / active EE | $5,756 | $5,731+0.4% | $5,053+13.9% | $6,688-13.9% |
| Admin fee / account holder | $19,008 | $13,326+42.6% | $9,451+101.1% | $13,397+41.9% |