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 | $39,390 | $56,897-30.8% | $84,750-53.5% | $62,891-37.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 18.29% | 6.30%+12.0pp | 22.78%-4.5pp | 20.14%-1.8pp |
| Employer contribution / active EE | $1,636 | $2,400-31.8% | $3,574-54.2% | $2,281-28.3% |
| Participant deferral / active EE | $3,326 | $2,709+22.8% | $3,712-10.4% | $3,203+3.9% |
| Admin fee / account holder | $450 | $3,581-87.4% | $5,332-91.6% | $4,296-89.5% |