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 6-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 | $44,661 | $49,915-10.5% | $154,803-71.2% | $74,304-39.9% |
| Participation rate | 96.2% | 54.0%+42.3pp | 78.1%+18.1pp | 60.3%+35.9pp |
| Annual return | 25.79% | 34.06%-8.3pp | 58.88%-33.1pp | 29.43%-3.6pp |
| Employer contribution / active EE | $2,597 | $1,611+61.2% | $4,305-39.7% | $2,241+15.9% |
| Participant deferral / active EE | $7,763 | $2,255+244.3% | $5,540+40.1% | $3,767+106.1% |
| Admin fee / account holder | $3,746 | $2,189+71.1% | $14,329-73.9% | $2,969+26.2% |