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 | $54,935 | $99,341-44.7% | $84,750-35.2% | $273,961-79.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.71% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,203 | $4,214-0.3% | $3,574+17.6% | $4,869-13.7% |
| Participant deferral / active EE | $9,269 | $4,269+117.1% | $3,712+149.7% | $5,287+75.3% |
| Admin fee / account holder | $11,587 | $6,644+74.4% | $5,332+117.3% | $10,132+14.4% |