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 | $40,528 | $57,354-29.3% | $83,848-51.7% | $64,186-36.9% |
| Participation rate | 87.9% | 68.6%+19.3pp | 76.1%+11.7pp | 69.6%+18.3pp |
| Annual return | 1.00% | 11.38%-10.4pp | 850.88%-849.9pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,434 | $2,545-43.6% | $3,631-60.5% | $2,381-39.8% |
| Participant deferral / active EE | $2,235 | $2,993-25.3% | $4,082-45.2% | $3,470-35.6% |
| Admin fee / account holder | $6,037 | $4,046+49.2% | $5,478+10.2% | $4,888+23.5% |