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 | $42,981 | $103,376-58.4% | $87,100-50.7% | $152,861-71.9% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 19.99% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,078 | $3,220+26.6% | $2,521+61.7% | $4,762-14.4% |
| Participant deferral / active EE | $8,139 | $4,778+70.3% | $4,049+101.0% | $5,850+39.1% |
| Admin fee / account holder | $5,058 | $12,205-58.6% | $7,497-32.5% | $11,596-56.4% |