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 | $28,605 | $99,341-71.2% | $84,750-66.2% | $273,961-89.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.83% | 22.93%-20.1pp | 22.78%-20.0pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,386 | $4,214-67.1% | $3,574-61.2% | $4,869-71.5% |
| Participant deferral / active EE | $1,834 | $4,269-57.0% | $3,712-50.6% | $5,287-65.3% |
| Admin fee / account holder | $14,100 | $6,644+112.2% | $5,332+164.4% | $10,132+39.2% |