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 | $43,608 | $79,944-45.5% | $98,439-55.7% | $75,163-42.0% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.2%+19.8pp | 67.2%+27.7pp |
| Annual return | 18.94% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $11,464 | $2,264+406.4% | $3,048+276.1% | $2,670+329.4% |
| Participant deferral / active EE | $3,263 | $3,752-13.0% | $4,738-31.1% | $4,125-20.9% |
| Admin fee / account holder | $4,332 | $6,840-36.7% | $8,948-51.6% | $5,651-23.3% |