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 | $27,322 | $58,828-53.6% | $77,999-65.0% | $62,891-56.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.51% | 17.16%-10.6pp | 425.96%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,670 | $1,672-0.1% | $2,470-32.4% | $2,281-26.8% |
| Participant deferral / active EE | $2,592 | $2,686-3.5% | $3,497-25.9% | $3,203-19.1% |
| Admin fee / account holder | $463 | $4,393-89.5% | $5,480-91.5% | $4,296-89.2% |