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 | $52,256 | $67,606-22.7% | $82,313-36.5% | $70,131-25.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,376 | $1,755-21.6% | $2,428-43.3% | $2,342-41.3% |
| Participant deferral / active EE | $2,914 | $2,987-2.4% | $3,706-21.4% | $3,332-12.5% |
| Admin fee / account holder | $7,886 | $4,512+74.8% | $5,608+40.6% | $4,645+69.8% |