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 9-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 | $43,016 | $53,127-19.0% | $86,590-50.3% | $70,131-38.7% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 18.93% | 27.66%-8.7pp | 964.84%-945.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $5,447 | $2,068+163.4% | $2,839+91.8% | $2,342+132.5% |
| Participant deferral / active EE | $5,300 | $2,696+96.6% | $3,609+46.9% | $3,332+59.1% |
| Admin fee / account holder | $4,565 | $3,585+27.3% | $4,906-7.0% | $4,645-1.7% |