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 3-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 | $16,137 | $80,717-80.0% | $154,803-89.6% | $84,808-81.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.24% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,237 | $2,761-19.0% | $4,305-48.1% | $2,631-15.0% |
| Participant deferral / active EE | $5,364 | $3,303+62.4% | $5,540-3.2% | $4,212+27.4% |
| Admin fee / account holder | $1,383 | $6,746-79.5% | $14,329-90.3% | $7,344-81.2% |