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 | $38,159 | $181,894-79.0% | $156,549-75.6% | $273,961-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.06% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,497 | $6,248-44.0% | $5,501-36.4% | $4,869-28.2% |
| Participant deferral / active EE | $6,229 | $5,550+12.2% | $4,871+27.9% | $5,287+17.8% |
| Admin fee / account holder | $4,292 | $15,559-72.4% | $13,027-67.1% | $10,132-57.6% |