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 | $32,682 | $74,927-56.4% | $101,794-67.9% | $84,808-61.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.64% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,876 | $1,522+23.3% | $2,289-18.0% | $2,631-28.7% |
| Participant deferral / active EE | $2,480 | $3,099-20.0% | $4,084-39.3% | $4,212-41.1% |
| Admin fee / account holder | $3,427 | $6,514-47.4% | $8,777-61.0% | $7,344-53.3% |