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 | $47,212 | $56,897-17.0% | $84,750-44.3% | $62,891-24.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.17% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,226 | $2,400+34.4% | $3,574-9.7% | $2,281+41.4% |
| Participant deferral / active EE | $1,061 | $2,709-60.8% | $3,712-71.4% | $3,203-66.9% |
| Admin fee / account holder | $3,971 | $3,581+10.9% | $5,332-25.5% | $4,296-7.6% |