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 | $32,179 | $90,503-64.4% | $78,689-59.1% | $273,961-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,915 | $3,176-8.2% | $2,851+2.3% | $4,869-40.1% |
| Participant deferral / active EE | $1,593 | $3,901-59.2% | $3,517-54.7% | $5,287-69.9% |
| Admin fee / account holder | $3,074 | $5,263-41.6% | $4,510-31.8% | $10,132-69.7% |