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 | $32,199 | $65,041-50.5% | $90,951-64.6% | $79,858-59.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.75% | 30.45%-18.7pp | 134.60%-122.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,165 | $1,247-6.6% | $2,122-45.1% | $2,471-52.8% |
| Participant deferral / active EE | $1,390 | $2,512-44.7% | $3,373-58.8% | $3,740-62.8% |
| Admin fee / account holder | $5,238 | $4,536+15.5% | $5,959-12.1% | $5,306-1.3% |