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 | $26,647 | $57,016-53.3% | $84,966-68.6% | $80,856-67.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.80% | 21.66%-10.9pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,641 | $1,798-8.7% | $2,727-39.8% | $2,755-40.4% |
| Participant deferral / active EE | $2,030 | $3,110-34.7% | $4,519-55.1% | $4,296-52.8% |
| Admin fee / account holder | $2,313 | $4,980-53.6% | $6,149-62.4% | $6,918-66.6% |