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 | $42,744 | $81,460-47.5% | $103,333-58.6% | $80,856-47.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.96% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,888 | $3,105-39.2% | $3,868-51.2% | $2,755-31.5% |
| Participant deferral / active EE | $3,926 | $3,869+1.5% | $5,057-22.4% | $4,296-8.6% |
| Admin fee / account holder | $7,211 | $6,566+9.8% | $8,355-13.7% | $6,918+4.2% |