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 | $11,706 | $39,122-70.1% | $57,179-79.5% | $62,891-81.4% |
| Participation rate | 86.1% | 70.5%+15.6pp | 75.3%+10.8pp | 69.3%+16.8pp |
| Annual return | 7.36% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,903 | $1,874+54.9% | $2,682+8.2% | $2,281+27.3% |
| Participant deferral / active EE | $3,194 | $2,374+34.5% | $3,096+3.2% | $3,203-0.3% |
| Admin fee / account holder | $873 | $2,592-66.3% | $3,139-72.2% | $4,296-79.7% |