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 | $54,997 | $39,122+40.6% | $57,179-3.8% | $62,891-12.6% |
| Participation rate | 95.7% | 70.5%+25.2pp | 75.3%+20.4pp | 69.3%+26.4pp |
| Annual return | 6.13% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $5,806 | $1,874+209.8% | $2,682+116.5% | $2,281+154.5% |
| Participant deferral / active EE | $3,856 | $2,374+62.5% | $3,096+24.6% | $3,203+20.4% |
| Admin fee / account holder | $11,718 | $2,592+352.1% | $3,139+273.3% | $4,296+172.8% |