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 | $51,643 | $153,772-66.4% | $133,980-61.5% | $273,961-81.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.54% | 36.51%-32.0pp | 29.30%-24.8pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,287 | $6,029-62.1% | $5,211-56.1% | $4,869-53.0% |
| Participant deferral / active EE | $3,938 | $6,958-43.4% | $6,282-37.3% | $5,287-25.5% |
| Admin fee / account holder | $360 | $11,765-96.9% | $9,324-96.1% | $10,132-96.5% |