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 | $54,899 | $90,503-39.3% | $78,689-30.2% | $273,961-80.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,632 | $3,176-17.1% | $2,851-7.7% | $4,869-45.9% |
| Participant deferral / active EE | $4,468 | $3,901+14.5% | $3,517+27.0% | $5,287-15.5% |
| Admin fee / account holder | $761 | $5,263-85.5% | $4,510-83.1% | $10,132-92.5% |