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 | $38,189 | $81,460-53.1% | $103,333-63.0% | $80,856-52.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.80% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,908 | $3,105-38.5% | $3,868-50.7% | $2,755-30.7% |
| Participant deferral / active EE | $5,170 | $3,869+33.6% | $5,057+2.2% | $4,296+20.4% |
| Admin fee / account holder | $396 | $6,566-94.0% | $8,355-95.3% | $6,918-94.3% |