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 | $39,074 | $76,552-49.0% | $123,892-68.5% | $62,891-37.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.31% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,042 | $2,883-29.2% | $4,617-55.8% | $2,281-10.5% |
| Participant deferral / active EE | $3,798 | $4,840-21.5% | $5,984-36.5% | $3,203+18.6% |
| Admin fee / account holder | $2,215 | $4,826-54.1% | $8,357-73.5% | $4,296-48.4% |