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 | $44,165 | $81,460-45.8% | $103,333-57.3% | $80,856-45.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 12.43% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $10,614 | $3,105+241.8% | $3,868+174.4% | $2,755+285.3% |
| Participant deferral / active EE | $2,015 | $3,869-47.9% | $5,057-60.2% | $4,296-53.1% |
| Admin fee / account holder | $4,910 | $6,566-25.2% | $8,355-41.2% | $6,918-29.0% |