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 | $45,225 | $98,750-54.2% | $149,696-69.8% | $79,858-43.4% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+13.0pp |
| Annual return | 22.50% | 27.43%-4.9pp | 276.60%-254.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $3,170 | $3,216-1.4% | $4,644-31.7% | $2,471+28.3% |
| Participant deferral / active EE | $9,825 | $5,680+73.0% | $6,842+43.6% | $3,740+162.7% |
| Admin fee / account holder | $5,256 | $6,053-13.2% | $9,309-43.5% | $5,306-0.9% |