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 | $52,835 | $65,365-19.2% | $92,893-43.1% | $72,985-27.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.24% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,341 | $2,594+28.8% | $3,653-8.5% | $2,440+36.9% |
| Participant deferral / active EE | $5,812 | $3,128+85.8% | $4,236+37.2% | $3,607+61.1% |
| Admin fee / account holder | $4,839 | $4,251+13.8% | $5,794-16.5% | $5,124-5.6% |