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 | $22,229 | $48,795-54.4% | $65,493-66.1% | $84,808-73.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.61% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,162 | $1,930+12.1% | $2,574-16.0% | $2,631-17.8% |
| Participant deferral / active EE | $2,665 | $2,928-9.0% | $3,961-32.7% | $4,212-36.7% |
| Admin fee / account holder | $3,182 | $3,877-17.9% | $5,028-36.7% | $7,344-56.7% |