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 | $26,219 | $91,190-71.2% | $178,490-85.3% | $79,858-67.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.83% | 24.19%-13.4pp | 151.07%-140.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,702 | $3,256-47.7% | $5,011-66.0% | $2,471-31.1% |
| Participant deferral / active EE | $3,398 | $3,236+5.0% | $5,202-34.7% | $3,740-9.2% |
| Admin fee / account holder | $3,054 | $6,751-54.8% | $13,984-78.2% | $5,306-42.4% |