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 | $28,114 | $53,596-47.5% | $90,645-69.0% | $64,186-56.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 9.41% | 4.41%+5.0pp | 1.88%+7.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,528 | $1,503+1.7% | $2,532-39.6% | $2,381-35.8% |
| Participant deferral / active EE | $1,198 | $2,459-51.3% | $3,425-65.0% | $3,470-65.5% |
| Admin fee / account holder | $1,395 | $3,868-63.9% | $4,994-72.1% | $4,888-71.5% |