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 | $46,339 | $80,717-42.6% | $154,803-70.1% | $84,808-45.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.20% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,852 | $2,761-32.9% | $4,305-57.0% | $2,631-29.6% |
| Participant deferral / active EE | $4,090 | $3,303+23.8% | $5,540-26.2% | $4,212-2.9% |
| Admin fee / account holder | $3,030 | $6,746-55.1% | $14,329-78.9% | $7,344-58.7% |