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 | $49,879 | $74,927-33.4% | $101,794-51.0% | $84,808-41.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.11% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $960 | $1,522-36.9% | $2,289-58.0% | $2,631-63.5% |
| Participant deferral / active EE | $2,341 | $3,099-24.5% | $4,084-42.7% | $4,212-44.4% |
| Admin fee / account holder | $561 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |