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 7-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 | $44,255 | $117,841-62.4% | $102,423-56.8% | $145,922-69.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 10.69% | 31.65%-21.0pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,089 | $3,615-42.2% | $3,023-30.9% | $4,660-55.2% |
| Participant deferral / active EE | $6,638 | $5,731+15.8% | $5,053+31.4% | $6,688-0.7% |
| Admin fee / account holder | $30,349 | $13,326+127.7% | $9,451+221.1% | $13,397+126.5% |