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 | $40,218 | $58,851-31.7% | $115,157-65.1% | $72,985-44.9% |
| Participation rate | 97.0% | 65.5%+31.4pp | 75.9%+21.1pp | 69.5%+27.5pp |
| Annual return | 24.25% | 23.16%+1.1pp | 35.60%-11.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,663 | $1,798+48.1% | $3,179-16.2% | $2,440+9.1% |
| Participant deferral / active EE | $5,168 | $2,643+95.6% | $4,168+24.0% | $3,607+43.3% |
| Admin fee / account holder | $1,069 | $6,370-83.2% | $7,088-84.9% | $5,124-79.1% |