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 | $42,003 | $85,766-51.0% | $136,294-69.2% | $70,131-40.1% |
| Participation rate | 83.6% | 74.2%+9.4pp | 81.9%+1.7pp | 69.5%+14.0pp |
| Annual return | 17.23% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,099 | $2,966-63.0% | $4,695-76.6% | $2,342-53.1% |
| Participant deferral / active EE | $3,911 | $5,051-22.6% | $6,247-37.4% | $3,332+17.4% |
| Admin fee / account holder | $9,879 | $5,420+82.3% | $9,243+6.9% | $4,645+112.7% |