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 | $44,844 | $80,717-44.4% | $154,803-71.0% | $84,808-47.1% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 14.54% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,654 | $2,761+32.3% | $4,305-15.1% | $2,631+38.9% |
| Participant deferral / active EE | $7,215 | $3,303+118.4% | $5,540+30.2% | $4,212+71.3% |
| Admin fee / account holder | $6,049 | $6,746-10.3% | $14,329-57.8% | $7,344-17.6% |