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 | $44,306 | $53,127-16.6% | $86,590-48.8% | $70,131-36.8% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 17.40% | 27.66%-10.3pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,363 | $2,068+62.6% | $2,839+18.4% | $2,342+43.6% |
| Participant deferral / active EE | $2,526 | $2,696-6.3% | $3,609-30.0% | $3,332-24.2% |
| Admin fee / account holder | $4,865 | $3,585+35.7% | $4,906-0.8% | $4,645+4.7% |