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 | $43,769 | $65,365-33.0% | $92,893-52.9% | $72,985-40.0% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 18.51% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,696 | $2,594-34.6% | $3,653-53.6% | $2,440-30.5% |
| Participant deferral / active EE | $6,849 | $3,128+118.9% | $4,236+61.7% | $3,607+89.9% |
| Admin fee / account holder | $3,185 | $4,251-25.1% | $5,794-45.0% | $5,124-37.8% |