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 8-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 | $44,169 | $54,705-19.3% | $71,209-38.0% | $84,808-47.9% |
| Participation rate | 73.4% | 64.1%+9.4pp | 73.8%-0.3pp | 68.3%+5.1pp |
| Annual return | 15.20% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,501 | $2,158-30.5% | $2,721-44.8% | $2,631-43.0% |
| Participant deferral / active EE | $3,048 | $3,030+0.6% | $4,175-27.0% | $4,212-27.6% |
| Admin fee / account holder | $1,563 | $4,863-67.9% | $5,349-70.8% | $7,344-78.7% |