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 | $57,712 | $153,772-62.5% | $133,980-56.9% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,969 | $6,029-50.8% | $5,211-43.0% | $4,869-39.0% |
| Participant deferral / active EE | $12,554 | $6,958+80.4% | $6,282+99.8% | $5,287+137.4% |
| Admin fee / account holder | $3,608 | $11,765-69.3% | $9,324-61.3% | $10,132-64.4% |