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 | $59,674 | $60,892-2.0% | $82,389-27.6% | $84,808-29.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.80% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,851 | $1,779+4.0% | $2,517-26.5% | $2,631-29.7% |
| Participant deferral / active EE | $3,903 | $3,179+22.8% | $4,155-6.0% | $4,212-7.3% |
| Admin fee / account holder | $764 | $5,467-86.0% | $7,231-89.4% | $7,344-89.6% |