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 | $42,246 | $86,944-51.4% | $107,525-60.7% | $74,304-43.1% |
| Participation rate | 96.0% | 59.6%+36.5pp | 75.1%+21.0pp | 60.3%+35.7pp |
| Annual return | 15.11% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,955 | $2,757+7.2% | $3,754-21.3% | $2,241+31.9% |
| Participant deferral / active EE | $5,589 | $3,554+57.2% | $5,116+9.2% | $3,767+48.3% |
| Admin fee / account holder | $13,670 | $3,727+266.8% | $8,919+53.3% | $2,969+360.4% |