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 | $20,743 | $62,573-66.9% | $85,682-75.8% | $85,850-75.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.51% | 23.77%-12.3pp | 21.49%-10.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,449 | $1,757-17.5% | $2,618-44.6% | $2,565-43.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,464 | $4,640-68.4% | $6,873-78.7% | $6,260-76.6% |