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 | $40,450 | $84,233-52.0% | $170,442-76.3% | $70,131-42.3% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 21.07% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,544 | $3,387-54.4% | $5,433-71.6% | $2,342-34.1% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $789 | $5,698-86.1% | $13,880-94.3% | $4,645-83.0% |