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 | $57,335 | $83,477-31.3% | $125,175-54.2% | $72,985-21.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.74% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $691 | $2,345-70.5% | $3,865-82.1% | $2,440-71.7% |
| Participant deferral / active EE | $3,224 | $3,585-10.1% | $4,937-34.7% | $3,607-10.6% |
| Admin fee / account holder | $14,185 | $5,517+157.1% | $9,702+46.2% | $5,124+176.8% |