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 | $26,813 | $84,233-68.2% | $170,442-84.3% | $70,131-61.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.17% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,251 | $3,387-63.1% | $5,433-77.0% | $2,342-46.6% |
| Participant deferral / active EE | $1,889 | $3,086-38.8% | $4,939-61.8% | $3,332-43.3% |
| Admin fee / account holder | $1,088 | $5,698-80.9% | $13,880-92.2% | $4,645-76.6% |