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 | $48,197 | $81,460-40.8% | $103,333-53.4% | $80,856-40.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.40% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,236 | $3,105-28.0% | $3,868-42.2% | $2,755-18.8% |
| Participant deferral / active EE | $4,559 | $3,869+17.8% | $5,057-9.9% | $4,296+6.1% |
| Admin fee / account holder | $4,283 | $6,566-34.8% | $8,355-48.7% | $6,918-38.1% |