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 | $43,588 | $58,828-25.9% | $77,999-44.1% | $62,891-30.7% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 15.34% | 17.16%-1.8pp | 425.96%-410.6pp | 20.14%-4.8pp |
| Employer contribution / active EE | $4,700 | $1,672+181.2% | $2,470+90.3% | $2,281+106.1% |
| Participant deferral / active EE | $4,891 | $2,686+82.1% | $3,497+39.9% | $3,203+52.7% |
| Admin fee / account holder | $2,378 | $4,393-45.9% | $5,480-56.6% | $4,296-44.6% |