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 | $45,261 | $48,795-7.2% | $65,493-30.9% | $84,808-46.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.11% | 20.20%-5.1pp | 982.45%-967.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $791 | $1,930-59.0% | $2,574-69.3% | $2,631-69.9% |
| Participant deferral / active EE | $4,248 | $2,928+45.1% | $3,961+7.3% | $4,212+0.9% |
| Admin fee / account holder | $1,628 | $3,877-58.0% | $5,028-67.6% | $7,344-77.8% |