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 | $44,762 | $77,634-42.3% | $156,549-71.4% | $62,891-28.8% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 6.74% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,780 | $3,444+38.8% | $5,501-13.1% | $2,281+109.6% |
| Participant deferral / active EE | $8,089 | $3,045+165.6% | $4,871+66.1% | $3,203+152.6% |
| Admin fee / account holder | $7,486 | $5,561+34.6% | $13,027-42.5% | $4,296+74.3% |