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 | $44,806 | $125,758-64.4% | $169,993-73.6% | $75,163-40.4% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.0%+7.9pp | 67.2%+27.7pp |
| Annual return | 17.86% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,724 | $4,615-41.0% | $6,785-59.8% | $2,670+2.0% |
| Participant deferral / active EE | $6,197 | $6,837-9.4% | $10,408-40.5% | $4,125+50.2% |
| Admin fee / account holder | $16,910 | $8,173+106.9% | $12,815+32.0% | $5,651+199.2% |