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 | $22,200 | $59,839-62.9% | $81,983-72.9% | $79,858-72.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 21.38% | 17.56%+3.8pp | 41.31%-19.9pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,242 | $1,713+30.9% | $2,498-10.2% | $2,471-9.3% |
| Participant deferral / active EE | $2,664 | $2,695-1.2% | $3,722-28.4% | $3,740-28.8% |
| Admin fee / account holder | $303 | $4,287-92.9% | $5,664-94.6% | $5,306-94.3% |