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 | $46,655 | $58,512-20.3% | $84,015-44.5% | $72,985-36.1% |
| Participation rate | 92.4% | 61.2%+31.2pp | 69.0%+23.4pp | 69.5%+22.9pp |
| Annual return | 19.65% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,868 | $1,163+60.6% | $1,983-5.8% | $2,440-23.5% |
| Participant deferral / active EE | $4,649 | $2,394+94.2% | $3,239+43.5% | $3,607+28.9% |
| Admin fee / account holder | $9,531 | $4,569+108.6% | $6,101+56.2% | $5,124+86.0% |