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 | $16,981 | $65,685-74.1% | $57,179-70.3% | $273,961-93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.99% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,452 | $3,279-25.2% | $2,682-8.6% | $4,869-49.6% |
| Participant deferral / active EE | $2,844 | $3,782-24.8% | $3,096-8.1% | $5,287-46.2% |
| Admin fee / account holder | $310 | $4,835-93.6% | $3,139-90.1% | $10,132-96.9% |