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 | $44,987 | $54,705-17.8% | $71,209-36.8% | $84,808-47.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 73.8%+21.2pp | 68.3%+26.7pp |
| Annual return | 14.41% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,691 | $2,158-21.6% | $2,721-37.8% | $2,631-35.7% |
| Participant deferral / active EE | $3,014 | $3,030-0.5% | $4,175-27.8% | $4,212-28.4% |
| Admin fee / account holder | $1,206 | $4,863-75.2% | $5,349-77.5% | $7,344-83.6% |