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 | $46,545 | $54,705-14.9% | $71,209-34.6% | $84,808-45.1% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.3pp |
| Annual return | 14.43% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,471 | $2,158+107.2% | $2,721+64.3% | $2,631+69.9% |
| Participant deferral / active EE | $2,330 | $3,030-23.1% | $4,175-44.2% | $4,212-44.7% |
| Admin fee / account holder | $1,577 | $4,863-67.6% | $5,349-70.5% | $7,344-78.5% |