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 | $32,332 | $56,897-43.2% | $84,750-61.9% | $62,891-48.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.27% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,696 | $2,400-29.3% | $3,574-52.5% | $2,281-25.6% |
| Participant deferral / active EE | $2,455 | $2,709-9.4% | $3,712-33.9% | $3,203-23.4% |
| Admin fee / account holder | $683 | $3,581-80.9% | $5,332-87.2% | $4,296-84.1% |