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 | $46,270 | $105,630-56.2% | $87,507-47.1% | $273,961-83.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.18% | 12.25%-11.1pp | 12.21%-11.0pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,029 | $3,141-67.2% | $2,550-59.7% | $4,869-78.9% |
| Participant deferral / active EE | $2,417 | $3,601-32.9% | $3,149-23.2% | $5,287-54.3% |
| Admin fee / account holder | $877 | $4,781-81.7% | $4,221-79.2% | $10,132-91.3% |