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 | $27,882 | $45,211-38.3% | $56,429-50.6% | $70,131-60.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 20.24% | 38.45%-18.2pp | 19.04%+1.2pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,505 | $2,737-45.0% | $3,405-55.8% | $2,342-35.8% |
| Participant deferral / active EE | $3,030 | $2,735+10.8% | $3,951-23.3% | $3,332-9.1% |
| Admin fee / account holder | $972 | $3,027-67.9% | $4,466-78.2% | $4,645-79.1% |