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 | $46,004 | $46,553-1.2% | $64,056-28.2% | $75,163-38.8% |
| Participation rate | 98.7% | 65.9%+32.7pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 24.25% | 26.03%-1.8pp | 33.69%-9.4pp | 160.62%-136.4pp |
| Employer contribution / active EE | $3,952 | $1,974+100.2% | $2,747+43.9% | $2,670+48.0% |
| Participant deferral / active EE | $10,059 | $2,837+254.6% | $3,880+159.2% | $4,125+143.8% |
| Admin fee / account holder | $2,328 | $2,952-21.1% | $3,068-24.1% | $5,651-58.8% |