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 | $54,475 | $76,367-28.7% | $93,606-41.8% | $72,985-25.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 18.50% | 25.82%-7.3pp | 32.76%-14.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,684 | $2,275-26.0% | $2,718-38.1% | $2,440-31.0% |
| Participant deferral / active EE | $2,054 | $3,538-41.9% | $4,069-49.5% | $3,607-43.1% |
| Admin fee / account holder | $4,453 | $6,838-34.9% | $7,888-43.5% | $5,124-13.1% |