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 | $43,341 | $109,881-60.6% | $150,045-71.1% | $84,808-48.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 18.99% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,638 | $3,561+30.2% | $4,693-1.2% | $2,631+76.3% |
| Participant deferral / active EE | $10,716 | $6,636+61.5% | $7,997+34.0% | $4,212+154.4% |
| Admin fee / account holder | $15,672 | $8,568+82.9% | $13,435+16.7% | $7,344+113.4% |