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 | $43,381 | $91,552-52.6% | $133,956-67.6% | $79,858-45.7% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 21.33% | 61.85%-40.5pp | 45.09%-23.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $3,592 | $2,384+50.7% | $3,919-8.3% | $2,471+45.4% |
| Participant deferral / active EE | $7,982 | $3,733+113.8% | $5,048+58.1% | $3,740+113.4% |
| Admin fee / account holder | $1,767 | $6,321-72.0% | $8,927-80.2% | $5,306-66.7% |