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 | $34,044 | $93,071-63.4% | $74,583-54.4% | $273,961-87.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.43% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,396 | $3,160-24.2% | $2,525-5.1% | $4,869-50.8% |
| Participant deferral / active EE | $2,979 | $4,160-28.4% | $3,458-13.9% | $5,287-43.7% |
| Admin fee / account holder | $381 | $5,272-92.8% | $4,138-90.8% | $10,132-96.2% |