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 | $21,901 | $84,233-74.0% | $170,442-87.2% | $70,131-68.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.93%-192.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,565 | $3,387-53.8% | $5,433-71.2% | $2,342-33.2% |
| Participant deferral / active EE | $1,550 | $3,086-49.8% | $4,939-68.6% | $3,332-53.5% |
| Admin fee / account holder | $1,106 | $5,698-80.6% | $13,880-92.0% | $4,645-76.2% |