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 6-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 | $44,613 | $58,828-24.2% | $77,999-42.8% | $62,891-29.1% |
| Participation rate | 81.4% | 71.1%+10.3pp | 75.5%+5.9pp | 69.3%+12.1pp |
| Annual return | 5.59% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,744 | $1,672+4.3% | $2,470-29.4% | $2,281-23.5% |
| Participant deferral / active EE | $1,975 | $2,686-26.5% | $3,497-43.5% | $3,203-38.3% |
| Admin fee / account holder | $875 | $4,393-80.1% | $5,480-84.0% | $4,296-79.6% |