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 | $25,221 | $35,183-28.3% | $73,545-65.7% | $70,131-64.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 19.46% | 26.90%-7.4pp | -15.16%+34.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,891 | $709+307.9% | $1,219+137.1% | $2,342+23.4% |
| Participant deferral / active EE | $1,824 | $1,220+49.5% | $1,806+1.0% | $3,332-45.3% |
| Admin fee / account holder | $327 | $2,302-85.8% | $2,320-85.9% | $4,645-93.0% |