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 | $46,989 | $181,894-74.2% | $156,549-70.0% | $273,961-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.02% | 30.74%-13.7pp | 32.23%-15.2pp | 41.45%-24.4pp |
| Employer contribution / active EE | $3,030 | $6,248-51.5% | $5,501-44.9% | $4,869-37.8% |
| Participant deferral / active EE | $2,124 | $5,550-61.7% | $4,871-56.4% | $5,287-59.8% |
| Admin fee / account holder | $11,795 | $15,559-24.2% | $13,027-9.5% | $10,132+16.4% |