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 7-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 | $43,393 | $103,966-58.3% | $112,887-61.6% | $75,163-42.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 80.5%+8.4pp | 67.2%+21.7pp |
| Annual return | 16.82% | 24.54%-7.7pp | 34.10%-17.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,051 | $3,870+30.5% | $4,563+10.7% | $2,670+89.2% |
| Participant deferral / active EE | $9,504 | $5,456+74.2% | $6,513+45.9% | $4,125+130.4% |
| Admin fee / account holder | $16,228 | $7,663+111.8% | $7,047+130.3% | $5,651+187.2% |