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 | $45,636 | $65,685-30.5% | $57,179-20.2% | $273,961-83.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.59% | 21.99%-17.4pp | 14.59%-10.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,135 | $3,279-34.9% | $2,682-20.4% | $4,869-56.1% |
| Participant deferral / active EE | $2,856 | $3,782-24.5% | $3,096-7.8% | $5,287-46.0% |
| Admin fee / account holder | $453 | $4,835-90.6% | $3,139-85.6% | $10,132-95.5% |