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 | $44,661 | $95,803-53.4% | $113,168-60.5% | $84,808-47.3% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,512 | $2,360+91.2% | $2,975+51.7% | $2,631+71.5% |
| Participant deferral / active EE | $6,531 | $4,242+54.0% | $5,107+27.9% | $4,212+55.1% |
| Admin fee / account holder | $6,054 | $8,989-32.6% | $12,068-49.8% | $7,344-17.6% |