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 | $44,763 | $85,766-47.8% | $136,294-67.2% | $70,131-36.2% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 18.68% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $5,698 | $2,966+92.1% | $4,695+21.4% | $2,342+143.3% |
| Participant deferral / active EE | $6,516 | $5,051+29.0% | $6,247+4.3% | $3,332+95.6% |
| Admin fee / account holder | $1,132 | $5,420-79.1% | $9,243-87.8% | $4,645-75.6% |