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 4-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 | $44,149 | $77,314-42.9% | $177,989-75.2% | $80,856-45.4% |
| Participation rate | 86.3% | 65.7%+20.6pp | 77.1%+9.2pp | 67.6%+18.7pp |
| Annual return | 18.52% | 18.09%+0.4pp | 294.48%-276.0pp | 35.59%-17.1pp |
| Employer contribution / active EE | $5,694 | $2,292+148.4% | $3,949+44.2% | $2,755+106.7% |
| Participant deferral / active EE | $5,615 | $4,411+27.3% | $6,276-10.5% | $4,296+30.7% |
| Admin fee / account holder | $5,687 | $7,191-20.9% | $10,363-45.1% | $6,918-17.8% |