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 | $38,023 | $81,248-53.2% | $155,509-75.5% | $80,856-53.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,139 | $3,100-31.0% | $4,672-54.2% | $2,755-22.3% |
| Participant deferral / active EE | $2,827 | $3,452-18.1% | $5,626-49.8% | $4,296-34.2% |
| Admin fee / account holder | $1,599 | $7,997-80.0% | $15,912-89.9% | $6,918-76.9% |