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 | $21,808 | $58,523-62.7% | $99,443-78.1% | $72,985-70.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 25.47% | 28.51%-3.0pp | 30.72%-5.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,562 | $1,512+3.3% | $2,540-38.5% | $2,440-36.0% |
| Participant deferral / active EE | $1,426 | $2,606-45.3% | $3,619-60.6% | $3,607-60.5% |
| Admin fee / account holder | $1,081 | $4,102-73.6% | $6,250-82.7% | $5,124-78.9% |