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 | $45,006 | $98,750-54.4% | $149,696-69.9% | $79,858-43.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 18.30% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,344 | $3,216+66.1% | $4,644+15.1% | $2,471+116.3% |
| Participant deferral / active EE | $14,106 | $5,680+148.3% | $6,842+106.2% | $3,740+277.2% |
| Admin fee / account holder | $2,099 | $6,053-65.3% | $9,309-77.5% | $5,306-60.4% |