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 | $41,662 | $53,822-22.6% | $75,696-45.0% | $85,850-51.5% |
| Participation rate | 92.1% | 69.1%+23.0pp | 74.8%+17.3pp | 69.3%+22.8pp |
| Annual return | 15.88% | 24.54%-8.7pp | 104.53%-88.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,015 | $2,017+49.5% | $2,743+9.9% | $2,565+17.6% |
| Participant deferral / active EE | $4,699 | $2,895+62.3% | $3,821+23.0% | $3,952+18.9% |
| Admin fee / account holder | $2,278 | $3,343-31.9% | $3,619-37.1% | $6,260-63.6% |