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 | $42,307 | $53,127-20.4% | $86,590-51.1% | $70,131-39.7% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 16.87% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,140 | $2,068+51.8% | $2,839+10.6% | $2,342+34.0% |
| Participant deferral / active EE | $3,756 | $2,696+39.3% | $3,609+4.1% | $3,332+12.7% |
| Admin fee / account holder | $3,469 | $3,585-3.2% | $4,906-29.3% | $4,645-25.3% |