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 | $45,619 | $45,035+1.3% | $62,995-27.6% | $70,131-35.0% |
| Participation rate | 88.6% | 69.5%+19.1pp | 74.8%+13.8pp | 69.5%+19.1pp |
| Annual return | 19.26% | 18.76%+0.5pp | 87.57%-68.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,146 | $2,051+150.9% | $2,759+86.5% | $2,342+119.7% |
| Participant deferral / active EE | $5,493 | $2,465+122.9% | $3,329+65.0% | $3,332+64.9% |
| Admin fee / account holder | $521 | $2,834-81.6% | $3,600-85.5% | $4,645-88.8% |