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 | $47,190 | $48,230-2.2% | $67,502-30.1% | $80,856-41.6% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 17.37% | 18.28%-0.9pp | 3512.12%-3494.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,934 | $2,020-4.2% | $2,731-29.2% | $2,755-29.8% |
| Participant deferral / active EE | $5,447 | $2,924+86.3% | $4,000+36.2% | $4,296+26.8% |
| Admin fee / account holder | $2,035 | $3,681-44.7% | $3,998-49.1% | $6,918-70.6% |