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 | $46,302 | $98,750-53.1% | $149,696-69.1% | $79,858-42.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.13% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $708 | $3,216-78.0% | $4,644-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $4,501 | $5,680-20.8% | $6,842-34.2% | $3,740+20.3% |
| Admin fee / account holder | $2,727 | $6,053-55.0% | $9,309-70.7% | $5,306-48.6% |