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 | $44,996 | $51,175-12.1% | $70,515-36.2% | $75,163-40.1% |
| Participation rate | 93.8% | 60.9%+32.8pp | 68.3%+25.4pp | 67.2%+26.6pp |
| Annual return | 13.96% | 30.02%-16.1pp | 32.77%-18.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,232 | $1,826+77.0% | $2,973+8.7% | $2,670+21.1% |
| Participant deferral / active EE | $2,284 | $2,849-19.8% | $4,567-50.0% | $4,125-44.6% |
| Admin fee / account holder | $10,859 | $4,091+165.5% | $6,412+69.4% | $5,651+92.2% |