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 | $49,489 | $39,122+26.5% | $57,179-13.4% | $62,891-21.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.28% | 9.23%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,981 | $1,874+5.7% | $2,682-26.1% | $2,281-13.1% |
| Participant deferral / active EE | $1,765 | $2,374-25.6% | $3,096-43.0% | $3,203-44.9% |
| Admin fee / account holder | $1,651 | $2,592-36.3% | $3,139-47.4% | $4,296-61.6% |