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 | $26,459 | $80,717-67.2% | $154,803-82.9% | $84,808-68.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.32% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,712 | $2,761-38.0% | $4,305-60.2% | $2,631-34.9% |
| Participant deferral / active EE | $4,149 | $3,303+25.6% | $5,540-25.1% | $4,212-1.5% |
| Admin fee / account holder | $14,969 | $6,746+121.9% | $14,329+4.5% | $7,344+103.8% |