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 3-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 | $18,168 | $77,314-76.5% | $177,989-89.8% | $80,856-77.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.34% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,460 | $2,292+7.3% | $3,949-37.7% | $2,755-10.7% |
| Participant deferral / active EE | $2,802 | $4,411-36.5% | $6,276-55.3% | $4,296-34.8% |
| Admin fee / account holder | $472 | $7,191-93.4% | $10,363-95.4% | $6,918-93.2% |