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 | $46,715 | $109,881-57.5% | $150,045-68.9% | $84,808-44.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,832 | $3,561+7.6% | $4,693-18.4% | $2,631+45.6% |
| Participant deferral / active EE | $3,759 | $6,636-43.4% | $7,997-53.0% | $4,212-10.8% |
| Admin fee / account holder | $626 | $8,568-92.7% | $13,435-95.3% | $7,344-91.5% |