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 | $48,097 | $55,706-13.7% | $75,886-36.6% | $72,985-34.1% |
| Participation rate | 82.7% | 61.1%+21.5pp | 69.3%+13.4pp | 69.5%+13.2pp |
| Annual return | 40.37% | 27.59%+12.8pp | 30.76%+9.6pp | 81.00%-40.6pp |
| Employer contribution / active EE | $2,963 | $1,687+75.7% | $2,500+18.5% | $2,440+21.4% |
| Participant deferral / active EE | $6,123 | $2,634+132.5% | $3,603+69.9% | $3,607+69.7% |
| Admin fee / account holder | $19,119 | $3,978+380.6% | $5,418+252.9% | $5,124+273.1% |