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 | $27,582 | $65,365-57.8% | $92,893-70.3% | $72,985-62.2% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 17.07% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,091 | $3,128-33.2% | $4,236-50.6% | $3,607-42.0% |
| Admin fee / account holder | $719 | $4,251-83.1% | $5,794-87.6% | $5,124-86.0% |