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 5-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 | $10,951 | $51,175-78.6% | $70,515-84.5% | $75,163-85.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.66% | 30.02%-16.4pp | 32.77%-19.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,202 | $1,826-34.2% | $2,973-59.6% | $2,670-55.0% |
| Participant deferral / active EE | $2,017 | $2,849-29.2% | $4,567-55.8% | $4,125-51.1% |
| Admin fee / account holder | $1,218 | $4,091-70.2% | $6,412-81.0% | $5,651-78.4% |