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 | $40,270 | $96,557-58.3% | $80,975-50.3% | $273,961-85.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.67% | 15.14%-8.5pp | 17.10%-10.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,711 | $4,868-44.3% | $3,714-27.0% | $4,869-44.3% |
| Participant deferral / active EE | $3,162 | $6,598-52.1% | $5,696-44.5% | $5,287-40.2% |
| Admin fee / account holder | $427 | $7,492-94.3% | $5,516-92.3% | $10,132-95.8% |