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 | $56,004 | $123,793-54.8% | $177,821-68.5% | $79,858-29.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.77% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,887 | $4,095-29.5% | $5,918-51.2% | $2,471+16.9% |
| Participant deferral / active EE | $4,285 | $5,956-28.1% | $7,714-44.5% | $3,740+14.6% |
| Admin fee / account holder | $1,339 | $7,243-81.5% | $12,427-89.2% | $5,306-74.8% |