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 | $26,127 | $64,480-59.5% | $81,382-67.9% | $80,856-67.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.83% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,441 | $1,978+23.4% | $2,463-0.9% | $2,755-11.4% |
| Participant deferral / active EE | $2,852 | $3,094-7.8% | $3,883-26.6% | $4,296-33.6% |
| Admin fee / account holder | $623 | $5,671-89.0% | $5,768-89.2% | $6,918-91.0% |