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 | $40,342 | $69,518-42.0% | $59,878-32.6% | $135,375-70.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.77% | 7.94%-0.2pp | 3.46%+4.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $5,180 | $3,235+60.1% | $2,722+90.3% | $4,779+8.4% |
| Participant deferral / active EE | $5,777 | $4,206+37.4% | $3,402+69.8% | $5,609+3.0% |
| Admin fee / account holder | $10,410 | $5,734+81.5% | $3,590+189.9% | $10,827-3.9% |