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 | $26,238 | $45,073-41.8% | $69,455-62.2% | $72,985-64.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.34% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,664 | $2,054+78.4% | $2,779+31.9% | $2,440+50.2% |
| Participant deferral / active EE | $4,088 | $2,602+57.1% | $3,535+15.6% | $3,607+13.3% |
| Admin fee / account holder | $2,491 | $3,056-18.5% | $3,839-35.1% | $5,124-51.4% |