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 | $54,277 | $83,477-35.0% | $125,175-56.6% | $72,985-25.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.88% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,011 | $2,345-14.3% | $3,865-48.0% | $2,440-17.6% |
| Participant deferral / active EE | $2,871 | $3,585-19.9% | $4,937-41.8% | $3,607-20.4% |
| Admin fee / account holder | $2,304 | $5,517-58.2% | $9,702-76.3% | $5,124-55.0% |