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 | $46,329 | $118,450-60.9% | $98,439-52.9% | $139,434-66.8% |
| Participation rate | 94.4% | 77.4%+17.0pp | 75.2%+19.3pp | 80.3%+14.1pp |
| Annual return | 17.88% | 18.94%-1.1pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,943 | $3,609-18.5% | $3,048-3.5% | $4,751-38.1% |
| Participant deferral / active EE | $5,443 | $5,392+1.0% | $4,738+14.9% | $6,710-18.9% |
| Admin fee / account holder | $849 | $14,026-94.0% | $8,948-90.5% | $11,403-92.6% |