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 | $34,145 | $74,927-54.4% | $101,794-66.5% | $84,808-59.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.87% | 18.70%-0.8pp | 30.53%-12.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,314 | $1,522+117.8% | $2,289+44.8% | $2,631+26.0% |
| Participant deferral / active EE | $4,773 | $3,099+54.0% | $4,084+16.9% | $4,212+13.3% |
| Admin fee / account holder | $770 | $6,514-88.2% | $8,777-91.2% | $7,344-89.5% |