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 | $46,949 | $41,377+13.5% | $109,313-57.1% | $62,891-25.3% |
| Participation rate | 99.0% | 57.5%+41.4pp | 71.3%+27.7pp | 69.3%+29.7pp |
| Annual return | 4.86% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,746 | $1,276+193.6% | $3,892-3.8% | $2,281+64.2% |
| Participant deferral / active EE | $1,443 | $2,045-29.4% | $3,166-54.4% | $3,203-54.9% |
| Admin fee / account holder | $3,055 | $2,884+5.9% | $5,666-46.1% | $4,296-28.9% |