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 | $28,952 | $39,122-26.0% | $57,179-49.4% | $62,891-54.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.09% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,952 | $1,874+4.1% | $2,682-27.2% | $2,281-14.4% |
| Participant deferral / active EE | $3,350 | $2,374+41.1% | $3,096+8.2% | $3,203+4.6% |
| Admin fee / account holder | $3,010 | $2,592+16.1% | $3,139-4.1% | $4,296-29.9% |