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 | $43,848 | $81,248-46.0% | $155,509-71.8% | $80,856-45.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.90% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,275 | $3,100+70.1% | $4,672+12.9% | $2,755+91.5% |
| Participant deferral / active EE | $5,299 | $3,452+53.5% | $5,626-5.8% | $4,296+23.4% |
| Admin fee / account holder | $1,475 | $7,997-81.6% | $15,912-90.7% | $6,918-78.7% |