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 | $52,560 | $181,894-71.1% | $156,549-66.4% | $273,961-80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.53% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,971 | $6,248-20.4% | $5,501-9.6% | $4,869+2.1% |
| Participant deferral / active EE | $4,861 | $5,550-12.4% | $4,871-0.2% | $5,287-8.1% |
| Admin fee / account holder | $5,620 | $15,559-63.9% | $13,027-56.9% | $10,132-44.5% |