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 | $43,084 | $58,208-26.0% | $81,812-47.3% | $80,856-46.7% |
| Participation rate | 83.5% | 63.4%+20.1pp | 72.3%+11.2pp | 67.6%+15.9pp |
| Annual return | 14.96% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,665 | $2,340+13.9% | $2,912-8.5% | $2,755-3.2% |
| Participant deferral / active EE | $5,449 | $3,281+66.1% | $4,319+26.2% | $4,296+26.8% |
| Admin fee / account holder | $4,045 | $4,981-18.8% | $7,386-45.2% | $6,918-41.5% |