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 | $46,571 | $58,577-20.5% | $83,333-44.1% | $64,186-27.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 7.08% | 9.65%-2.6pp | 10.63%-3.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $3,866 | $2,098+84.3% | $3,379+14.4% | $2,381+62.4% |
| Participant deferral / active EE | $3,734 | $4,654-19.8% | $5,565-32.9% | $3,470+7.6% |
| Admin fee / account holder | $17,485 | $9,275+88.5% | $7,510+132.8% | $4,888+257.7% |