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 | $31,182 | $88,583-64.8% | $88,497-64.8% | $273,961-88.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 3.29% | 5.68%-2.4pp | 7.63%-4.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,921 | $4,502+9.3% | $4,036+21.9% | $4,869+1.1% |
| Participant deferral / active EE | $1,590 | $4,891-67.5% | $4,899-67.5% | $5,287-69.9% |
| Admin fee / account holder | $13,222 | $8,980+47.2% | $6,220+112.6% | $10,132+30.5% |