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 | $23,921 | $49,227-51.4% | $70,449-66.0% | $79,858-70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.18% | 30.06%-20.9pp | 109.03%-99.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,757 | $2,099-16.3% | $2,737-35.8% | $2,471-28.9% |
| Participant deferral / active EE | $3,116 | $2,768+12.6% | $3,709-16.0% | $3,740-16.7% |
| Admin fee / account holder | $1,880 | $2,878-34.7% | $3,845-51.1% | $5,306-64.6% |