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 | $55,844 | $100,326-44.3% | $180,183-69.0% | $84,808-34.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 14.74% | 17.86%-3.1pp | 27.86%-13.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,480 | $3,269-24.2% | $5,039-50.8% | $2,631-5.8% |
| Participant deferral / active EE | $4,919 | $5,066-2.9% | $6,822-27.9% | $4,212+16.8% |
| Admin fee / account holder | $3,176 | $9,674-67.2% | $19,975-84.1% | $7,344-56.8% |