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 | $49,224 | $105,630-53.4% | $87,507-43.7% | $273,961-82.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.98% | 12.25%-2.3pp | 12.21%-2.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,569 | $3,141-50.1% | $2,550-38.5% | $4,869-67.8% |
| Participant deferral / active EE | $3,303 | $3,601-8.3% | $3,149+4.9% | $5,287-37.5% |
| Admin fee / account holder | $916 | $4,781-80.8% | $4,221-78.3% | $10,132-91.0% |