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 | $35,916 | $96,557-62.8% | $80,975-55.6% | $273,961-86.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.48% | 15.14%-4.7pp | 17.10%-6.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,750 | $4,868-2.4% | $3,714+27.9% | $4,869-2.4% |
| Participant deferral / active EE | $6,868 | $6,598+4.1% | $5,696+20.6% | $5,287+29.9% |
| Admin fee / account holder | $1,210 | $7,492-83.9% | $5,516-78.1% | $10,132-88.1% |