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 | $28,343 | $72,277-60.8% | $101,248-72.0% | $79,858-64.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.83% | 22.30%-5.5pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,217 | $2,692+19.5% | $3,660-12.1% | $2,471+30.2% |
| Participant deferral / active EE | $5,808 | $3,282+77.0% | $4,370+32.9% | $3,740+55.3% |
| Admin fee / account holder | $2,835 | $4,400-35.6% | $5,945-52.3% | $5,306-46.6% |