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 | $47,756 | $89,355-46.6% | $141,162-66.2% | $72,985-34.6% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 25.18% | 111.85%-86.7pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,159 | $3,114-62.8% | $4,735-75.5% | $2,440-52.5% |
| Participant deferral / active EE | $6,290 | $5,418+16.1% | $6,709-6.3% | $3,607+74.4% |
| Admin fee / account holder | $3,527 | $5,958-40.8% | $10,261-65.6% | $5,124-31.2% |