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 | $47,170 | $72,404-34.9% | $110,238-57.2% | $64,186-26.5% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | 7.15% | -6.29%+13.4pp | 314.74%-307.6pp | 7.63%-0.5pp |
| Employer contribution / active EE | $5,065 | $2,282+122.0% | $3,826+32.4% | $2,381+112.7% |
| Participant deferral / active EE | $7,779 | $3,469+124.2% | $4,672+66.5% | $3,470+124.2% |
| Admin fee / account holder | $4,449 | $5,664-21.5% | $8,547-47.9% | $4,888-9.0% |