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 | $52,465 | $64,909-19.2% | $82,313-36.3% | $62,292-15.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.08% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,394 | $1,676-16.8% | $2,428-42.6% | $2,042-31.7% |
| Participant deferral / active EE | $2,539 | $3,103-18.2% | $3,706-31.5% | $3,169-19.9% |
| Admin fee / account holder | $1,213 | $440+176.0% | $5,608-78.4% | $479+153.1% |