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 | $31,075 | $132,239-76.5% | $105,722-70.6% | $273,961-88.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.13% | 10.07%-5.9pp | 12.25%-8.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,154 | $4,867-55.7% | $4,079-47.2% | $4,869-55.8% |
| Participant deferral / active EE | $6,420 | $6,233+3.0% | $5,326+20.6% | $5,287+21.4% |
| Admin fee / account holder | $2,169 | $12,032-82.0% | $8,308-73.9% | $10,132-78.6% |