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 | $46,057 | $65,685-29.9% | $57,179-19.5% | $273,961-83.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.24% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,258 | $3,279-31.1% | $2,682-15.8% | $4,869-53.6% |
| Participant deferral / active EE | $6,305 | $3,782+66.7% | $3,096+103.7% | $5,287+19.3% |
| Admin fee / account holder | $15,901 | $4,835+228.9% | $3,139+406.6% | $10,132+56.9% |