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 | $16,771 | $41,377-59.5% | $109,313-84.7% | $62,891-73.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.07% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $971 | $1,276-23.9% | $3,892-75.1% | $2,281-57.4% |
| Participant deferral / active EE | $2,201 | $2,045+7.6% | $3,166-30.5% | $3,203-31.3% |
| Admin fee / account holder | $561 | $2,884-80.5% | $5,666-90.1% | $4,296-86.9% |