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 | $43,879 | $70,428-37.7% | $96,562-54.6% | $85,850-48.9% |
| Participation rate | 89.5% | 61.8%+27.7pp | 69.8%+19.7pp | 69.3%+20.2pp |
| Annual return | 13.60% | 18.59%-5.0pp | 37.78%-24.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,097 | $1,413-22.3% | $2,356-53.4% | $2,565-57.2% |
| Participant deferral / active EE | $4,931 | $2,894+70.4% | $3,849+28.1% | $3,952+24.8% |
| Admin fee / account holder | $1,998 | $4,997-60.0% | $6,181-67.7% | $6,260-68.1% |