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 | $45,096 | $100,326-55.1% | $180,183-75.0% | $84,808-46.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 12.86% | 17.86%-5.0pp | 27.86%-15.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,588 | $3,269-20.8% | $5,039-48.6% | $2,631-1.6% |
| Participant deferral / active EE | $2,867 | $5,066-43.4% | $6,822-58.0% | $4,212-31.9% |
| Admin fee / account holder | $1,200 | $9,674-87.6% | $19,975-94.0% | $7,344-83.7% |