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 | $14,741 | $65,685-77.6% | $57,179-74.2% | $273,961-94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.24% | 21.99%-18.7pp | 14.59%-11.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,339 | $3,279-59.2% | $2,682-50.1% | $4,869-72.5% |
| Participant deferral / active EE | $963 | $3,782-74.5% | $3,096-68.9% | $5,287-81.8% |
| Admin fee / account holder | $11,170 | $4,835+131.0% | $3,139+255.9% | $10,132+10.2% |