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 | $25,354 | $99,341-74.5% | $84,750-70.1% | $273,961-90.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.60% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $9,294 | $4,214+120.6% | $3,574+160.0% | $4,869+90.9% |
| Participant deferral / active EE | $1,310 | $4,269-69.3% | $3,712-64.7% | $5,287-75.2% |
| Admin fee / account holder | $1,098 | $6,644-83.5% | $5,332-79.4% | $10,132-89.2% |