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 | $36,547 | $47,848-23.6% | $81,478-55.1% | $70,131-47.9% |
| Participation rate | 88.9% | 58.3%+30.6pp | 68.0%+20.9pp | 69.5%+19.3pp |
| Annual return | 16.20% | 27.25%-11.0pp | 38.78%-22.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,210 | $1,527+175.7% | $2,568+64.0% | $2,342+79.7% |
| Participant deferral / active EE | $10,783 | $2,453+339.6% | $3,537+204.9% | $3,332+223.6% |
| Admin fee / account holder | $13,326 | $3,145+323.7% | $4,561+192.2% | $4,645+186.9% |