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 | $19,584 | $90,503-78.4% | $78,689-75.1% | $273,961-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,528 | $3,176-51.9% | $2,851-46.4% | $4,869-68.6% |
| Participant deferral / active EE | $1,528 | $3,901-60.8% | $3,517-56.5% | $5,287-71.1% |
| Admin fee / account holder | $616 | $5,263-88.3% | $4,510-86.3% | $10,132-93.9% |