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 9-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 | $42,802 | $74,888-42.8% | $71,209-39.9% | $142,382-69.9% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 15.45% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,487 | $2,854-12.9% | $2,721-8.6% | $4,299-42.1% |
| Participant deferral / active EE | $6,634 | $4,454+48.9% | $4,175+58.9% | $6,507+1.9% |
| Admin fee / account holder | $6,117 | $5,568+9.9% | $5,349+14.4% | $12,624-51.5% |