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 | $43,233 | $65,365-33.9% | $92,893-53.5% | $72,985-40.8% |
| Participation rate | 83.7% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.2pp |
| Annual return | 20.62% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,525 | $2,594-2.7% | $3,653-30.9% | $2,440+3.5% |
| Participant deferral / active EE | $5,180 | $3,128+65.6% | $4,236+22.3% | $3,607+43.6% |
| Admin fee / account holder | $20,724 | $4,251+387.5% | $5,794+257.7% | $5,124+304.4% |