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 | $25,440 | $54,762-53.5% | $90,281-71.8% | $72,985-65.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.34% | 30.63%-4.3pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,592 | $2,092+23.9% | $2,854-9.2% | $2,440+6.3% |
| Participant deferral / active EE | $3,017 | $2,887+4.5% | $3,885-22.3% | $3,607-16.4% |
| Admin fee / account holder | $472 | $3,972-88.1% | $5,351-91.2% | $5,124-90.8% |