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 9-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 | $40,216 | $73,933-45.6% | $96,683-58.4% | $75,163-46.5% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 13.51% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,145 | $2,928-60.9% | $3,737-69.4% | $2,670-57.1% |
| Participant deferral / active EE | $1,498 | $3,659-59.0% | $4,878-69.3% | $4,125-63.7% |
| Admin fee / account holder | $6,113 | $5,216+17.2% | $6,730-9.2% | $5,651+8.2% |