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 | $41,874 | $49,227-14.9% | $70,449-40.6% | $79,858-47.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.22% | 30.06%-19.8pp | 109.03%-98.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,176 | $2,099+3.7% | $2,737-20.5% | $2,471-11.9% |
| Participant deferral / active EE | $4,061 | $2,768+46.7% | $3,709+9.5% | $3,740+8.6% |
| Admin fee / account holder | $4,895 | $2,878+70.1% | $3,845+27.3% | $5,306-7.7% |