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 | $26,254 | $71,829-63.4% | $69,780-62.4% | $142,382-81.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 15.06% | 31.01%-15.9pp | 26.31%-11.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,864 | $4,385-34.7% | $4,168-31.3% | $4,299-33.4% |
| Participant deferral / active EE | $6,393 | $6,819-6.3% | $6,164+3.7% | $6,507-1.8% |
| Admin fee / account holder | $7,230 | $7,818-7.5% | $7,285-0.8% | $12,624-42.7% |