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 | $42,068 | $72,277-41.8% | $101,248-58.5% | $79,858-47.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.56% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,058 | $2,692+13.6% | $3,660-16.4% | $2,471+23.8% |
| Participant deferral / active EE | $4,344 | $3,282+32.4% | $4,370-0.6% | $3,740+16.2% |
| Admin fee / account holder | $3,384 | $4,400-23.1% | $5,945-43.1% | $5,306-36.2% |