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 | $45,429 | $95,803-52.6% | $113,168-59.9% | $84,808-46.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.72% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,124 | $2,360+32.4% | $2,975+5.0% | $2,631+18.7% |
| Participant deferral / active EE | $5,106 | $4,242+20.4% | $5,1070% | $4,212+21.2% |
| Admin fee / account holder | $12,752 | $8,989+41.9% | $12,068+5.7% | $7,344+73.6% |