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 | $45,287 | $72,492-37.5% | $87,100-48.0% | $72,985-38.0% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 26.48% | 24.46%+2.0pp | 28.19%-1.7pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,843 | $1,894+50.1% | $2,521+12.8% | $2,440+16.5% |
| Participant deferral / active EE | $2,921 | $3,270-10.6% | $4,049-27.8% | $3,607-19.0% |
| Admin fee / account holder | $545 | $5,055-89.2% | $7,497-92.7% | $5,124-89.4% |