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 | $30,219 | $56,897-46.9% | $84,750-64.3% | $62,891-51.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.57% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,250 | $2,400-6.2% | $3,574-37.0% | $2,281-1.4% |
| Participant deferral / active EE | $3,139 | $2,709+15.9% | $3,712-15.4% | $3,203-2.0% |
| Admin fee / account holder | $2,877 | $3,581-19.7% | $5,332-46.0% | $4,296-33.0% |