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 | $45,936 | $115,770-60.3% | $101,248-54.6% | $158,922-71.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 7.60% | 56.14%-48.5pp | 46.47%-38.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $992 | $4,175-76.2% | $3,660-72.9% | $4,761-79.2% |
| Participant deferral / active EE | $2,849 | $4,957-42.5% | $4,370-34.8% | $5,982-52.4% |
| Admin fee / account holder | $4,875 | $7,245-32.7% | $5,945-18.0% | $11,246-56.6% |