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 5-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 | $46,828 | $100,923-53.6% | $150,045-68.8% | $74,304-37.0% |
| Participation rate | 70.3% | 70.1%+0.3pp | 82.3%-12.0pp | 60.3%+10.0pp |
| Annual return | 19.75% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,083 | $3,463-11.0% | $4,693-34.3% | $2,241+37.5% |
| Participant deferral / active EE | $5,370 | $6,709-20.0% | $7,997-32.8% | $3,767+42.6% |
| Admin fee / account holder | $6,598 | $2,767+138.5% | $13,435-50.9% | $2,969+122.2% |