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 | $46,352 | $80,673-42.5% | $101,326-54.3% | $84,808-45.3% |
| Participation rate | 92.3% | 77.8%+14.5pp | 81.5%+10.8pp | 68.3%+24.0pp |
| Annual return | 17.11% | 38.95%-21.8pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,022 | $2,698+49.1% | $3,665+9.7% | $2,631+52.9% |
| Participant deferral / active EE | $4,284 | $6,840-37.4% | $7,994-46.4% | $4,212+1.7% |
| Admin fee / account holder | $63,689 | $12,784+398.2% | $11,185+469.4% | $7,344+767.2% |