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 | $37,010 | $81,460-54.6% | $103,333-64.2% | $80,856-54.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.59% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,244 | $3,105+4.5% | $3,868-16.1% | $2,755+17.8% |
| Participant deferral / active EE | $5,715 | $3,869+47.7% | $5,057+13.0% | $4,296+33.0% |
| Admin fee / account holder | $3,679 | $6,566-44.0% | $8,355-56.0% | $6,918-46.8% |