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 | $16,284 | $39,122-58.4% | $57,179-71.5% | $62,891-74.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.74% | 9.23%-1.5pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,781 | $1,874-5.0% | $2,682-33.6% | $2,281-21.9% |
| Participant deferral / active EE | $2,483 | $2,374+4.6% | $3,096-19.8% | $3,203-22.5% |
| Admin fee / account holder | $426 | $2,592-83.6% | $3,139-86.4% | $4,296-90.1% |