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 4-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 | $45,211 | $73,933-38.8% | $96,683-53.2% | $75,163-39.8% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.9pp | 67.2%+20.0pp |
| Annual return | 14.90% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,310 | $2,928-21.1% | $3,737-38.2% | $2,670-13.5% |
| Participant deferral / active EE | $4,355 | $3,659+19.0% | $4,878-10.7% | $4,125+5.6% |
| Admin fee / account holder | $11,101 | $5,216+112.8% | $6,730+65.0% | $5,651+96.4% |