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 | $20,492 | $96,557-78.8% | $80,975-74.7% | $273,961-92.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.42% | 15.14%-4.7pp | 17.10%-6.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,912 | $4,868+0.9% | $3,714+32.2% | $4,869+0.9% |
| Participant deferral / active EE | $4,528 | $6,598-31.4% | $5,696-20.5% | $5,287-14.4% |
| Admin fee / account holder | $2,960 | $7,492-60.5% | $5,516-46.3% | $10,132-70.8% |