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 | $52,300 | $80,717-35.2% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,207 | $2,761-20.1% | $4,305-48.7% | $2,631-16.1% |
| Participant deferral / active EE | $3,591 | $3,303+8.7% | $5,540-35.2% | $4,212-14.7% |
| Admin fee / account holder | $1,919 | $6,746-71.5% | $14,329-86.6% | $7,344-73.9% |