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 5-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 | $44,627 | $48,795-8.5% | $65,493-31.9% | $84,808-47.4% |
| Participation rate | 82.8% | 67.0%+15.8pp | 73.1%+9.7pp | 68.3%+14.4pp |
| Annual return | 23.48% | 20.20%+3.3pp | 982.45%-959.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,813 | $1,930+45.8% | $2,574+9.3% | $2,631+6.9% |
| Participant deferral / active EE | $3,959 | $2,928+35.2% | $3,961-0.1% | $4,212-6.0% |
| Admin fee / account holder | $527 | $3,877-86.4% | $5,028-89.5% | $7,344-92.8% |