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 8-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 | $44,052 | $51,576-14.6% | $129,207-65.9% | $80,856-45.5% |
| Participation rate | 96.7% | 57.0%+39.7pp | 69.6%+27.1pp | 67.6%+29.0pp |
| Annual return | 29.87% | 20.81%+9.1pp | 9417.33%-9387.5pp | 35.59%-5.7pp |
| Employer contribution / active EE | $1,376 | $1,584-13.1% | $4,153-66.9% | $2,755-50.0% |
| Participant deferral / active EE | $5,356 | $2,669+100.7% | $4,168+28.5% | $4,296+24.7% |
| Admin fee / account holder | $5,448 | $4,305+26.5% | $7,715-29.4% | $6,918-21.3% |