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 | $43,045 | $87,013-50.5% | $106,213-59.5% | $80,856-46.8% |
| Participation rate | 77.4% | 70.4%+7.0pp | 75.3%+2.1pp | 67.6%+9.8pp |
| Annual return | 22.21% | 17.05%+5.2pp | 116.14%-93.9pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,433 | $2,395+1.6% | $3,171-23.3% | $2,755-11.7% |
| Participant deferral / active EE | $5,955 | $3,986+49.4% | $5,016+18.7% | $4,296+38.6% |
| Admin fee / account holder | $30,178 | $8,431+257.9% | $11,033+173.5% | $6,918+336.2% |