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 | $44,369 | $63,346-30.0% | $92,233-51.9% | $70,131-36.7% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 17.46% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $605 | $2,471-75.5% | $3,679-83.6% | $2,342-74.2% |
| Participant deferral / active EE | $2,938 | $2,854+3.0% | $3,897-24.6% | $3,332-11.8% |
| Admin fee / account holder | $387 | $3,840-89.9% | $5,194-92.5% | $4,645-91.7% |