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 | $45,297 | $86,944-47.9% | $107,525-57.9% | $74,304-39.0% |
| Participation rate | 94.6% | 59.6%+35.0pp | 75.1%+19.5pp | 60.3%+34.2pp |
| Annual return | 17.57% | 23.52%-6.0pp | 181.32%-163.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,592 | $2,757-6.0% | $3,754-31.0% | $2,241+15.6% |
| Participant deferral / active EE | $6,138 | $3,554+72.7% | $5,116+20.0% | $3,767+62.9% |
| Admin fee / account holder | $2,236 | $3,727-40.0% | $8,919-74.9% | $2,969-24.7% |