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 | $44,746 | $72,177-38.0% | $115,037-61.1% | $59,632-25.0% |
| Participation rate | 75.8% | 72.6%+3.2pp | 81.4%-5.6pp | 68.7%+7.1pp |
| Annual return | 14.23% | 12.02%+2.2pp | 26.14%-11.9pp | 2041.28%-2027.1pp |
| Employer contribution / active EE | $1,887 | $2,841-33.6% | $4,608-59.0% | $2,203-14.3% |
| Participant deferral / active EE | $3,223 | $4,783-32.6% | $6,026-46.5% | $3,192+1.0% |
| Admin fee / account holder | $11,510 | $4,927+133.6% | $8,175+40.8% | $4,297+167.9% |