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 | $26,548 | $65,041-59.2% | $90,951-70.8% | $79,858-66.8% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 15.03% | 30.45%-15.4pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,416 | $1,247+13.5% | $2,122-33.3% | $2,471-42.7% |
| Participant deferral / active EE | $2,384 | $2,512-5.1% | $3,373-29.3% | $3,740-36.3% |
| Admin fee / account holder | $1,381 | $4,536-69.6% | $5,959-76.8% | $5,306-74.0% |