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 | $46,107 | $98,750-53.3% | $149,696-69.2% | $79,858-42.3% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 31.50% | 27.43%+4.1pp | 276.60%-245.1pp | 31.71%-0.2pp |
| Employer contribution / active EE | $1,773 | $3,216-44.9% | $4,644-61.8% | $2,471-28.2% |
| Participant deferral / active EE | $9,310 | $5,680+63.9% | $6,842+36.1% | $3,740+148.9% |
| Admin fee / account holder | $521 | $6,053-91.4% | $9,309-94.4% | $5,306-90.2% |