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 | $25,400 | $52,279-51.4% | $89,391-71.6% | $79,858-68.2% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 17.38% | 22.16%-4.8pp | 245.62%-228.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,628 | $1,572+3.6% | $2,586-37.0% | $2,471-34.1% |
| Participant deferral / active EE | $3,055 | $2,740+11.5% | $3,890-21.5% | $3,740-18.3% |
| Admin fee / account holder | $482 | $3,356-85.6% | $4,881-90.1% | $5,306-90.9% |