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 | $49,600 | $109,881-54.9% | $150,045-66.9% | $84,808-41.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,833 | $3,561+35.7% | $4,693+3.0% | $2,631+83.7% |
| Participant deferral / active EE | $8,864 | $6,636+33.6% | $7,997+10.8% | $4,212+110.5% |
| Admin fee / account holder | $6,623 | $8,568-22.7% | $13,435-50.7% | $7,344-9.8% |