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 | $35,129 | $81,460-56.9% | $103,333-66.0% | $80,856-56.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.81% | 25.55%-14.7pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,758 | $3,105+21.0% | $3,868-2.8% | $2,755+36.4% |
| Participant deferral / active EE | $4,848 | $3,869+25.3% | $5,057-4.1% | $4,296+12.9% |
| Admin fee / account holder | $3,259 | $6,566-50.4% | $8,355-61.0% | $6,918-52.9% |