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 9-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 | $43,247 | $51,576-16.1% | $129,207-66.5% | $80,856-46.5% |
| Participation rate | 95.9% | 57.0%+38.9pp | 69.6%+26.3pp | 67.6%+28.3pp |
| Annual return | 13.30% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,144 | $1,584+98.5% | $4,153-24.3% | $2,755+14.1% |
| Participant deferral / active EE | $3,191 | $2,669+19.6% | $4,168-23.4% | $4,296-25.7% |
| Admin fee / account holder | $10,738 | $4,305+149.4% | $7,715+39.2% | $6,918+55.2% |