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 | $42,811 | $181,894-76.5% | $156,549-72.7% | $273,961-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.94% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,922 | $6,248-5.2% | $5,501+7.6% | $4,869+21.6% |
| Participant deferral / active EE | $10,407 | $5,550+87.5% | $4,871+113.6% | $5,287+96.8% |
| Admin fee / account holder | $428 | $15,559-97.2% | $13,027-96.7% | $10,132-95.8% |