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 | $50,435 | $74,927-32.7% | $101,794-50.5% | $84,808-40.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 19.24% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,552 | $1,522+67.7% | $2,289+11.5% | $2,631-3.0% |
| Participant deferral / active EE | $3,376 | $3,099+8.9% | $4,084-17.3% | $4,212-19.9% |
| Admin fee / account holder | $1,019 | $6,514-84.4% | $8,777-88.4% | $7,344-86.1% |