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 | $43,111 | $48,795-11.6% | $65,493-34.2% | $84,808-49.2% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 19.76% | 20.20%-0.4pp | 982.45%-962.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,873 | $1,930-3.0% | $2,574-27.3% | $2,631-28.8% |
| Participant deferral / active EE | $4,119 | $2,928+40.6% | $3,961+4.0% | $4,212-2.2% |
| Admin fee / account holder | $3,285 | $3,877-15.3% | $5,028-34.7% | $7,344-55.3% |