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 7-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 | $43,664 | $48,230-9.5% | $67,502-35.3% | $80,856-46.0% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.6%+12.8pp |
| Annual return | 15.24% | 18.28%-3.0pp | 3512.12%-3496.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $9,247 | $2,020+357.9% | $2,731+238.6% | $2,755+235.7% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,493 | $3,681-59.4% | $3,998-62.6% | $6,918-78.4% |