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 | $26,608 | $65,365-59.3% | $92,893-71.4% | $72,985-63.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.39% | 42.10%-25.7pp | 109.41%-93.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $7,642 | $2,594+194.6% | $3,653+109.2% | $2,440+213.2% |
| Participant deferral / active EE | $2,038 | $3,128-34.8% | $4,236-51.9% | $3,607-43.5% |
| Admin fee / account holder | $3,673 | $4,251-13.6% | $5,794-36.6% | $5,124-28.3% |