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 | $51,043 | $181,894-71.9% | $156,549-67.4% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,478 | $6,248-76.3% | $5,501-73.1% | $4,869-69.6% |
| Participant deferral / active EE | $5,728 | $5,550+3.2% | $4,871+17.6% | $5,287+8.3% |
| Admin fee / account holder | $1,029 | $15,559-93.4% | $13,027-92.1% | $10,132-89.8% |