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 | $23,573 | $99,341-76.3% | $84,750-72.2% | $273,961-91.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.65% | 22.93%-12.3pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,208 | $4,214-23.9% | $3,574-10.3% | $4,869-34.1% |
| Participant deferral / active EE | $4,077 | $4,269-4.5% | $3,712+9.8% | $5,287-22.9% |
| Admin fee / account holder | $6,348 | $6,644-4.5% | $5,332+19.0% | $10,132-37.3% |