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 | $26,368 | $61,272-57.0% | $149,673-82.4% | $71,457-63.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.55% | 35.85%-22.3pp | 134.42%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,715 | $2,378-27.9% | $4,818-64.4% | $2,588-33.7% |
| Participant deferral / active EE | $2,408 | $2,917-17.4% | $5,680-57.6% | $4,289-43.8% |
| Admin fee / account holder | $6,936 | $1,261+449.8% | $13,210-47.5% | $1,587+336.9% |