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 | $55,514 | $76,552-27.5% | $123,892-55.2% | $62,891-11.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.38% | 18.68%-5.3pp | 47.52%-34.1pp | 20.14%-6.8pp |
| Employer contribution / active EE | $2,182 | $2,883-24.3% | $4,617-52.7% | $2,281-4.4% |
| Participant deferral / active EE | $5,467 | $4,840+13.0% | $5,984-8.6% | $3,203+70.7% |
| Admin fee / account holder | $4,962 | $4,826+2.8% | $8,357-40.6% | $4,296+15.5% |