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 | $41,039 | $58,208-29.5% | $81,812-49.8% | $80,856-49.2% |
| Participation rate | 97.5% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 11.86% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,567 | $2,340-33.0% | $2,912-46.2% | $2,755-43.1% |
| Participant deferral / active EE | $1,322 | $3,281-59.7% | $4,319-69.4% | $4,296-69.2% |
| Admin fee / account holder | $2,288 | $4,981-54.1% | $7,386-69.0% | $6,918-66.9% |