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 | $45,892 | $73,933-37.9% | $96,683-52.5% | $75,163-38.9% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.5pp |
| Annual return | 14.30% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,169 | $2,928-60.1% | $3,737-68.7% | $2,670-56.2% |
| Participant deferral / active EE | $2,693 | $3,659-26.4% | $4,878-44.8% | $4,125-34.7% |
| Admin fee / account holder | $9,390 | $5,216+80.0% | $6,730+39.5% | $5,651+66.2% |