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 | $28,100 | $45,035-37.6% | $62,995-55.4% | $70,131-59.9% |
| Participation rate | 70.0% | 69.5%+0.5pp | 74.8%-4.8pp | 69.5%+0.5pp |
| Annual return | 15.77% | 18.76%-3.0pp | 87.57%-71.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,558 | $2,051-24.1% | $2,759-43.5% | $2,342-33.5% |
| Participant deferral / active EE | $3,798 | $2,465+54.1% | $3,329+14.1% | $3,332+14.0% |
| Admin fee / account holder | $9,462 | $2,834+233.8% | $3,600+162.8% | $4,645+103.7% |