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 | $20,345 | $90,503-77.5% | $78,689-74.1% | $273,961-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.08% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,108 | $3,176-65.1% | $2,851-61.1% | $4,869-77.2% |
| Participant deferral / active EE | $1,423 | $3,901-63.5% | $3,517-59.5% | $5,287-73.1% |
| Admin fee / account holder | $1,378 | $5,263-73.8% | $4,510-69.5% | $10,132-86.4% |