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 9-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 | $44,838 | $60,892-26.4% | $82,389-45.6% | $84,808-47.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 19.67% | 37.29%-17.6pp | 28.67%-9.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,499 | $1,779+40.5% | $2,517-0.7% | $2,631-5.0% |
| Participant deferral / active EE | $3,850 | $3,179+21.1% | $4,155-7.3% | $4,212-8.6% |
| Admin fee / account holder | $438 | $5,467-92.0% | $7,231-93.9% | $7,344-94.0% |