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 | $58,961 | $96,956-39.2% | $70,014-15.8% | $273,961-78.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.35% | 12.93%-6.6pp | 12.99%-6.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,516 | $3,316-54.3% | $2,338-35.2% | $4,869-68.9% |
| Participant deferral / active EE | $4,180 | $3,744+11.6% | $2,931+42.6% | $5,287-20.9% |
| Admin fee / account holder | $1,416 | $7,934-82.2% | $4,380-67.7% | $10,132-86.0% |