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 | $20,710 | $48,076-56.9% | $78,689-73.7% | $62,891-67.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.20% | 31.35%-20.2pp | 62.18%-51.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,382 | $2,015+18.3% | $2,851-16.4% | $2,281+4.4% |
| Participant deferral / active EE | $2,098 | $2,588-18.9% | $3,517-40.3% | $3,203-34.5% |
| Admin fee / account holder | $3,280 | $3,207+2.3% | $4,510-27.3% | $4,296-23.7% |