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 | $45,620 | $80,968-43.7% | $96,544-52.7% | $75,163-39.3% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 16.22% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,640 | $2,282+147.2% | $2,965+90.2% | $2,670+111.3% |
| Participant deferral / active EE | $2,073 | $3,928-47.2% | $4,851-57.3% | $4,125-49.7% |
| Admin fee / account holder | $3,041 | $6,724-54.8% | $8,252-63.2% | $5,651-46.2% |