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 | $50,604 | $58,512-13.5% | $84,015-39.8% | $72,985-30.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.50% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $877 | $1,163-24.6% | $1,983-55.8% | $2,440-64.1% |
| Participant deferral / active EE | $2,282 | $2,394-4.7% | $3,239-29.6% | $3,607-36.8% |
| Admin fee / account holder | $2,944 | $4,569-35.6% | $6,101-51.7% | $5,124-42.6% |