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 | $41,476 | $81,460-49.1% | $103,333-59.9% | $80,856-48.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.08% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,903 | $3,105-38.7% | $3,868-50.8% | $2,755-30.9% |
| Participant deferral / active EE | $2,679 | $3,869-30.7% | $5,057-47.0% | $4,296-37.6% |
| Admin fee / account holder | $713 | $6,566-89.1% | $8,355-91.5% | $6,918-89.7% |