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 | $48,802 | $45,035+8.4% | $62,995-22.5% | $70,131-30.4% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 17.14% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $7,494 | $2,051+265.3% | $2,759+171.6% | $2,342+219.9% |
| Participant deferral / active EE | $4,066 | $2,465+65.0% | $3,329+22.1% | $3,332+22.0% |
| Admin fee / account holder | $986 | $2,834-65.2% | $3,600-72.6% | $4,645-78.8% |