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 | $49,368 | $77,730-36.5% | $70,164-29.6% | $139,434-64.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.34% | 18.98%-6.6pp | 18.87%-6.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,126 | $4,990+2.7% | $4,287+19.6% | $4,751+7.9% |
| Participant deferral / active EE | $10,015 | $6,448+55.3% | $5,395+85.6% | $6,710+49.3% |
| Admin fee / account holder | $1,156 | $5,368-78.5% | $4,561-74.7% | $11,403-89.9% |