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 | $44,689 | $78,422-43.0% | $95,952-53.4% | $79,858-44.0% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 13.41% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,597 | $1,945-17.9% | $2,541-37.2% | $2,471-35.4% |
| Participant deferral / active EE | $2,705 | $3,440-21.4% | $4,167-35.1% | $3,740-27.7% |
| Admin fee / account holder | $10,483 | $5,622+86.5% | $6,795+54.3% | $5,306+97.6% |