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 | $26,466 | $54,762-51.7% | $90,281-70.7% | $72,985-63.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.70% | 30.63%-4.9pp | 78.10%-52.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $388 | $2,092-81.4% | $2,854-86.4% | $2,440-84.1% |
| Participant deferral / active EE | $2,865 | $2,887-0.7% | $3,885-26.3% | $3,607-20.6% |
| Admin fee / account holder | $431 | $3,972-89.1% | $5,351-91.9% | $5,124-91.6% |