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 | $47,559 | $153,772-69.1% | $133,980-64.5% | $273,961-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.76% | 36.51%-31.8pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,197 | $6,029-47.0% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $3,600 | $6,958-48.3% | $6,282-42.7% | $5,287-31.9% |
| Admin fee / account holder | $101,250 | $11,765+760.6% | $9,324+985.9% | $10,132+899.3% |