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 | $40,593 | $95,416-57.5% | $185,823-78.2% | $85,850-52.7% |
| Participation rate | 95.8% | 68.8%+27.0pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,031 | $3,314-8.5% | $5,167-41.3% | $2,565+18.2% |
| Participant deferral / active EE | $4,825 | $3,423+40.9% | $5,568-13.3% | $3,952+22.1% |
| Admin fee / account holder | $9,883 | $7,213+37.0% | $16,237-39.1% | $6,260+57.9% |