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 9-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 | $47,362 | $91,190-48.1% | $178,490-73.5% | $79,858-40.7% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.1pp | 69.6%+24.4pp |
| Annual return | 16.51% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,728 | $3,256-16.2% | $5,011-45.6% | $2,471+10.4% |
| Participant deferral / active EE | $4,957 | $3,236+53.2% | $5,202-4.7% | $3,740+32.5% |
| Admin fee / account holder | $1,172 | $6,751-82.6% | $13,984-91.6% | $5,306-77.9% |