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 6-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 | $47,041 | $95,266-50.6% | $82,389-42.9% | $142,382-67.0% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.5%+8.7pp | 80.1%-1.9pp |
| Annual return | 15.14% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,288 | $2,991-23.5% | $2,517-9.1% | $4,299-46.8% |
| Participant deferral / active EE | $6,494 | $4,809+35.0% | $4,155+56.3% | $6,507-0.2% |
| Admin fee / account holder | $12,485 | $8,563+45.8% | $7,231+72.7% | $12,624-1.1% |