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 | $44,654 | $77,899-42.7% | $149,673-70.2% | $75,163-40.6% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 41.98% | 31.72%+10.3pp | 134.42%-92.4pp | 160.62%-118.6pp |
| Employer contribution / active EE | $1,839 | $3,137-41.4% | $4,818-61.8% | $2,670-31.1% |
| Participant deferral / active EE | $4,210 | $3,411+23.4% | $5,680-25.9% | $4,125+2.0% |
| Admin fee / account holder | $982 | $5,956-83.5% | $13,210-92.6% | $5,651-82.6% |