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 | $34,265 | $74,927-54.3% | $101,794-66.3% | $84,808-59.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 20.33% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,704 | $1,522+77.7% | $2,289+18.1% | $2,631+2.8% |
| Participant deferral / active EE | $3,308 | $3,099+6.7% | $4,084-19.0% | $4,212-21.5% |
| Admin fee / account holder | $1,342 | $6,514-79.4% | $8,777-84.7% | $7,344-81.7% |