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 | $42,736 | $54,705-21.9% | $71,209-40.0% | $84,808-49.6% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 17.54% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,547 | $2,158+64.4% | $2,721+30.3% | $2,631+34.8% |
| Participant deferral / active EE | $5,694 | $3,030+87.9% | $4,175+36.4% | $4,212+35.2% |
| Admin fee / account holder | $2,380 | $4,863-51.1% | $5,349-55.5% | $7,344-67.6% |