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 3-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 | $30,614 | $86,929-64.8% | $102,423-70.1% | $80,856-62.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,189 | $2,369-7.6% | $3,023-27.6% | $2,755-20.5% |
| Participant deferral / active EE | $5,509 | $4,118+33.8% | $5,053+9.0% | $4,296+28.2% |
| Admin fee / account holder | $1,170 | $8,049-85.5% | $9,451-87.6% | $6,918-83.1% |