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 | $31,118 | $74,927-58.5% | $101,794-69.4% | $84,808-63.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.25% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,460 | $1,522-4.1% | $2,289-36.2% | $2,631-44.5% |
| Participant deferral / active EE | $3,288 | $3,099+6.1% | $4,084-19.5% | $4,212-21.9% |
| Admin fee / account holder | $1,116 | $6,514-82.9% | $8,777-87.3% | $7,344-84.8% |