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 | $47,850 | $98,750-51.5% | $149,696-68.0% | $79,858-40.1% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 22.03% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $668 | $3,216-79.2% | $4,644-85.6% | $2,471-72.9% |
| Participant deferral / active EE | $4,790 | $5,680-15.7% | $6,842-30.0% | $3,740+28.1% |
| Admin fee / account holder | $10,553 | $6,053+74.4% | $9,309+13.4% | $5,306+98.9% |