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 | $45,768 | $65,395-30.0% | $182,532-74.9% | $72,985-37.3% |
| Participation rate | 98.3% | 65.4%+32.9pp | 78.0%+20.3pp | 69.5%+28.8pp |
| Annual return | 30.28% | 27.68%+2.6pp | 148.54%-118.3pp | 81.00%-50.7pp |
| Employer contribution / active EE | $1,970 | $1,911+3.1% | $4,076-51.7% | $2,440-19.3% |
| Participant deferral / active EE | $6,689 | $3,563+87.7% | $5,524+21.1% | $3,607+85.4% |
| Admin fee / account holder | $4,966 | $4,245+17.0% | $8,592-42.2% | $5,124-3.1% |