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 | $44,927 | $65,041-30.9% | $90,951-50.6% | $79,858-43.7% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 13.66% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,445 | $1,247+15.8% | $2,122-31.9% | $2,471-41.5% |
| Participant deferral / active EE | $2,054 | $2,512-18.2% | $3,373-39.1% | $3,740-45.1% |
| Admin fee / account holder | $2,126 | $4,536-53.1% | $5,959-64.3% | $5,306-59.9% |