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 | $23,190 | $93,346-75.2% | $71,796-67.7% | $273,961-91.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.17% | 130.39%-125.2pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,624 | $2,733-40.6% | $1,924-15.6% | $4,869-66.6% |
| Participant deferral / active EE | $1,865 | $3,475-46.3% | $2,794-33.3% | $5,287-64.7% |
| Admin fee / account holder | $7,326 | $6,571+11.5% | $4,815+52.1% | $10,132-27.7% |