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 | $51,029 | $41,377+23.3% | $109,313-53.3% | $62,891-18.9% |
| Participation rate | 89.3% | 57.5%+31.7pp | 71.3%+18.0pp | 69.3%+20.0pp |
| Annual return | 8.09% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,826 | $1,276+43.1% | $3,892-53.1% | $2,281-19.9% |
| Participant deferral / active EE | $3,510 | $2,045+71.7% | $3,166+10.9% | $3,203+9.6% |
| Admin fee / account holder | $1,796 | $2,884-37.7% | $5,666-68.3% | $4,296-58.2% |