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 | $20,973 | $88,707-76.4% | $74,183-71.7% | $273,961-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.95% | 11.94%-9.0pp | 17.74%-14.8pp | 41.45%-38.5pp |
| Employer contribution / active EE | $3,649 | $3,159+15.5% | $2,370+54.0% | $4,869-25.0% |
| Participant deferral / active EE | $4,009 | $4,212-4.8% | $3,550+12.9% | $5,287-24.2% |
| Admin fee / account holder | $4,578 | $8,717-47.5% | $5,586-18.0% | $10,132-54.8% |