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 | $38,462 | $93,071-58.7% | $74,583-48.4% | $273,961-86.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.65% | 26.18%-20.5pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,565 | $3,160+44.5% | $2,525+80.8% | $4,869-6.2% |
| Participant deferral / active EE | $6,656 | $4,160+60.0% | $3,458+92.5% | $5,287+25.9% |
| Admin fee / account holder | $334 | $5,272-93.7% | $4,138-91.9% | $10,132-96.7% |