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 9-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 | $44,125 | $61,605-28.4% | $112,229-60.7% | $75,163-41.3% |
| Participation rate | 96.8% | 61.7%+35.1pp | 72.4%+24.3pp | 67.2%+29.6pp |
| Annual return | 16.73% | 28.47%-11.7pp | 30.20%-13.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,322 | $2,015+64.8% | $3,430-3.2% | $2,670+24.4% |
| Participant deferral / active EE | $5,517 | $3,108+77.5% | $4,798+15.0% | $4,125+33.7% |
| Admin fee / account holder | $3,846 | $4,862-20.9% | $7,748-50.4% | $5,651-31.9% |