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 | $32,219 | $48,076-33.0% | $78,689-59.1% | $62,891-48.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.28% | 31.35%-20.1pp | 62.18%-50.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $7,059 | $2,015+250.4% | $2,851+147.6% | $2,281+209.5% |
| Participant deferral / active EE | $3,319 | $2,588+28.2% | $3,517-5.6% | $3,203+3.6% |
| Admin fee / account holder | $2,751 | $3,207-14.2% | $4,510-39.0% | $4,296-36.0% |