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 | $39,507 | $45,073-12.3% | $69,455-43.1% | $72,985-45.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.95% | 22.65%-16.7pp | 28.97%-23.0pp | 81.00%-75.0pp |
| Employer contribution / active EE | $4,028 | $2,054+96.1% | $2,779+45.0% | $2,440+65.1% |
| Participant deferral / active EE | $2,241 | $2,602-13.8% | $3,535-36.6% | $3,607-37.9% |
| Admin fee / account holder | $3,263 | $3,056+6.8% | $3,839-15.0% | $5,124-36.3% |