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 | $46,204 | $80,717-42.8% | $154,803-70.2% | $84,808-45.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.47% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,501 | $2,761-9.4% | $4,305-41.9% | $2,631-4.9% |
| Participant deferral / active EE | $4,547 | $3,303+37.7% | $5,540-17.9% | $4,212+8.0% |
| Admin fee / account holder | $1,935 | $6,746-71.3% | $14,329-86.5% | $7,344-73.6% |