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 | $46,098 | $93,071-50.5% | $74,583-38.2% | $273,961-83.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.31% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,673 | $3,160-15.4% | $2,525+5.9% | $4,869-45.1% |
| Participant deferral / active EE | $8,000 | $4,160+92.3% | $3,458+131.3% | $5,287+51.3% |
| Admin fee / account holder | $3,750 | $5,272-28.9% | $4,138-9.4% | $10,132-63.0% |