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 | $27,151 | $60,022-54.8% | $88,946-69.5% | $84,808-68.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.29% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,275 | $1,703-25.1% | $2,555-50.1% | $2,631-51.6% |
| Participant deferral / active EE | $1,529 | $3,114-50.9% | $4,581-66.6% | $4,212-63.7% |
| Admin fee / account holder | $3,162 | $4,811-34.3% | $8,261-61.7% | $7,344-56.9% |