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 | $43,554 | $99,652-56.3% | $78,778-44.7% | $147,584-70.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 18.03% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,182 | $2,796-57.7% | $1,986-40.5% | $4,876-75.8% |
| Participant deferral / active EE | $2,582 | $3,664-29.5% | $2,958-12.7% | $5,439-52.5% |
| Admin fee / account holder | $1,671 | $7,155-76.6% | $5,134-67.4% | $10,885-84.6% |