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 | $36,580 | $69,518-47.4% | $59,878-38.9% | $135,375-73.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.10% | 7.94%+2.2pp | 3.46%+6.6pp | 519.73%-509.6pp |
| Employer contribution / active EE | $4,556 | $3,235+40.9% | $2,722+67.4% | $4,779-4.7% |
| Participant deferral / active EE | $4,797 | $4,206+14.1% | $3,402+41.0% | $5,609-14.5% |
| Admin fee / account holder | $821 | $5,734-85.7% | $3,590-77.1% | $10,827-92.4% |