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 | $22,297 | $45,073-50.5% | $69,455-67.9% | $72,985-69.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 22.65%-1.9pp | 28.97%-8.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $644 | $2,054-68.6% | $2,779-76.8% | $2,440-73.6% |
| Participant deferral / active EE | $1,592 | $2,602-38.8% | $3,535-55.0% | $3,607-55.9% |
| Admin fee / account holder | $947 | $3,056-69.0% | $3,839-75.3% | $5,124-81.5% |