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 7-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 | $45,951 | $68,547-33.0% | $120,354-61.8% | $80,856-43.2% |
| Participation rate | 96.6% | 61.6%+35.0pp | 71.9%+24.6pp | 67.6%+28.9pp |
| Annual return | 16.59% | 23.60%-7.0pp | 107.15%-90.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,197 | $2,051+7.1% | $3,463-36.5% | $2,755-20.2% |
| Participant deferral / active EE | $3,902 | $3,173+23.0% | $4,991-21.8% | $4,296-9.2% |
| Admin fee / account holder | $1,225 | $5,732-78.6% | $9,423-87.0% | $6,918-82.3% |