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 3-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 | $66,528 | $74,927-11.2% | $101,794-34.6% | $84,808-21.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.98% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,694 | $1,522+11.3% | $2,289-26.0% | $2,631-35.6% |
| Participant deferral / active EE | $3,481 | $3,099+12.3% | $4,084-14.8% | $4,212-17.3% |
| Admin fee / account holder | $30,625 | $6,514+370.1% | $8,777+248.9% | $7,344+317.0% |