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 | $12,529 | $90,503-86.2% | $78,689-84.1% | $273,961-95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.09% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,704 | $3,176-46.4% | $2,851-40.2% | $4,869-65.0% |
| Participant deferral / active EE | $3,341 | $3,901-14.4% | $3,517-5.0% | $5,287-36.8% |
| Admin fee / account holder | $73,342 | $5,263+1293.5% | $4,510+1526.1% | $10,132+623.9% |