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 | $15,115 | $93,071-83.8% | $74,583-79.7% | $273,961-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 11.55% | 26.18%-14.6pp | 20.47%-8.9pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,052 | $3,160+28.2% | $2,525+60.5% | $4,869-16.8% |
| Participant deferral / active EE | $4,001 | $4,160-3.8% | $3,458+15.7% | $5,287-24.3% |
| Admin fee / account holder | $604 | $5,272-88.5% | $4,138-85.4% | $10,132-94.0% |