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 | $41,962 | $138,347-69.7% | $184,203-77.2% | $80,856-48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.69% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,875 | $4,850-61.3% | $6,427-70.8% | $2,755-31.9% |
| Participant deferral / active EE | $3,357 | $7,071-52.5% | $9,131-63.2% | $4,296-21.9% |
| Admin fee / account holder | $8,609 | $10,483-17.9% | $13,901-38.1% | $6,918+24.4% |