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 | $25,605 | $67,411-62.0% | $91,001-71.9% | $70,131-63.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.81% | -40.16%+61.0pp | 4.60%+16.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $741 | $1,786-58.5% | $2,456-69.8% | $2,342-68.4% |
| Participant deferral / active EE | $2,201 | $2,823-22.0% | $3,547-38.0% | $3,332-33.9% |
| Admin fee / account holder | $2,414 | $4,236-43.0% | $5,417-55.4% | $4,645-48.0% |