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 | $45,210 | $71,050-36.4% | $93,606-51.7% | $80,856-44.1% |
| Participation rate | 79.7% | 60.4%+19.3pp | 68.7%+11.0pp | 67.6%+12.1pp |
| Annual return | 10.98% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,712 | $1,564+201.3% | $2,420+94.7% | $2,755+71.0% |
| Participant deferral / active EE | $3,577 | $4,034-11.3% | $4,411-18.9% | $4,296-16.7% |
| Admin fee / account holder | $1,799 | $6,945-74.1% | $8,285-78.3% | $6,918-74.0% |