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 | $48,042 | $39,122+22.8% | $57,179-16.0% | $62,891-23.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.89% | 9.23%-5.3pp | 14.59%-10.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,524 | $1,874-18.7% | $2,682-43.2% | $2,281-33.2% |
| Participant deferral / active EE | $2,101 | $2,374-11.5% | $3,096-32.1% | $3,203-34.4% |
| Admin fee / account holder | $1,556 | $2,592-40.0% | $3,139-50.4% | $4,296-63.8% |