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 | $39,807 | $89,355-55.5% | $141,162-71.8% | $72,985-45.5% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 32.80% | 111.85%-79.0pp | 71.39%-38.6pp | 81.00%-48.2pp |
| Employer contribution / active EE | $1,613 | $3,114-48.2% | $4,735-65.9% | $2,440-33.9% |
| Participant deferral / active EE | $4,575 | $5,418-15.6% | $6,709-31.8% | $3,607+26.8% |
| Admin fee / account holder | $2,279 | $5,958-61.7% | $10,261-77.8% | $5,124-55.5% |