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 | $56,114 | $76,552-26.7% | $123,892-54.7% | $62,891-10.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.83% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,125 | $2,883-26.3% | $4,617-54.0% | $2,281-6.8% |
| Participant deferral / active EE | $4,039 | $4,840-16.5% | $5,984-32.5% | $3,203+26.1% |
| Admin fee / account holder | $2,654 | $4,826-45.0% | $8,357-68.2% | $4,296-38.2% |