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 | $29,483 | $99,341-70.3% | $84,750-65.2% | $273,961-89.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.01% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,007 | $4,214-28.6% | $3,574-15.9% | $4,869-38.2% |
| Participant deferral / active EE | $3,876 | $4,269-9.2% | $3,712+4.4% | $5,287-26.7% |
| Admin fee / account holder | $1,166 | $6,644-82.5% | $5,332-78.1% | $10,132-88.5% |