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 | $24,108 | $65,365-63.1% | $92,893-74.0% | $72,985-67.0% |
| Participation rate | 80.3% | 68.3%+12.0pp | 76.0%+4.3pp | 69.5%+10.8pp |
| Annual return | 19.66% | 42.10%-22.4pp | 109.41%-89.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,408 | $2,594-45.7% | $3,653-61.4% | $2,440-42.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $976 | $4,251-77.0% | $5,794-83.2% | $5,124-81.0% |