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 | $47,520 | $109,881-56.8% | $150,045-68.3% | $84,808-44.0% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.4pp | 68.3%+9.7pp |
| Annual return | 24.01% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,925 | $3,561+10.2% | $4,693-16.4% | $2,631+49.2% |
| Participant deferral / active EE | $7,892 | $6,636+18.9% | $7,997-1.3% | $4,212+87.4% |
| Admin fee / account holder | $21,129 | $8,568+146.6% | $13,435+57.3% | $7,344+187.7% |