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 | $52,242 | $39,122+33.5% | $57,179-8.6% | $62,891-16.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.29% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,405 | $1,874-25.0% | $2,682-47.6% | $2,281-38.4% |
| Participant deferral / active EE | $1,394 | $2,374-41.3% | $3,096-55.0% | $3,203-56.5% |
| Admin fee / account holder | $2,920 | $2,592+12.7% | $3,139-7.0% | $4,296-32.0% |