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 | $31,053 | $65,185-52.4% | $61,048-49.1% | $65,185-52.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 79.3%+20.7pp | 70.2%+29.8pp |
| Annual return | 29.67% | 29.38%+0.3pp | 26.18%+3.5pp | 29.38%+0.3pp |
| Employer contribution / active EE | $3,249 | $2,177+49.3% | $3,716-12.6% | $2,177+49.3% |
| Participant deferral / active EE | $4,728 | $3,514+34.6% | $4,470+5.8% | $3,514+34.6% |
| Admin fee / account holder | $1,683 | $847+98.7% | $3,728-54.8% | $847+98.7% |