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 | $46,133 | $138,347-66.7% | $184,203-75.0% | $80,856-42.9% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 15.67% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,450 | $4,850-28.9% | $6,427-46.3% | $2,755+25.2% |
| Participant deferral / active EE | $6,855 | $7,071-3.1% | $9,131-24.9% | $4,296+59.6% |
| Admin fee / account holder | $8,374 | $10,483-20.1% | $13,901-39.8% | $6,918+21.0% |