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 5-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 | $12,502 | $46,553-73.1% | $64,056-80.5% | $75,163-83.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.13% | 26.03%-6.9pp | 33.69%-14.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,297 | $1,974-34.3% | $2,747-52.8% | $2,670-51.4% |
| Participant deferral / active EE | $1,778 | $2,837-37.3% | $3,880-54.2% | $4,125-56.9% |
| Admin fee / account holder | $2,289 | $2,952-22.5% | $3,068-25.4% | $5,651-59.5% |