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 | $28,470 | $95,266-70.1% | $82,389-65.4% | $142,382-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.56% | 25.74%-14.2pp | 28.67%-17.1pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,807 | $2,991-6.2% | $2,517+11.5% | $4,299-34.7% |
| Participant deferral / active EE | $5,821 | $4,809+21.1% | $4,155+40.1% | $6,507-10.5% |
| Admin fee / account holder | $6,250 | $8,563-27.0% | $7,231-13.6% | $12,624-50.5% |