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 | $28,371 | $113,935-75.1% | $94,224-69.9% | $125,391-77.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.74% | 5.29%-2.5pp | 10.68%-7.9pp | 282.22%-279.5pp |
| Employer contribution / active EE | $1,859 | $4,727-60.7% | $3,587-48.2% | $4,866-61.8% |
| Participant deferral / active EE | $4,571 | $5,179-11.7% | $4,320+5.8% | $5,352-14.6% |
| Admin fee / account holder | $1,833 | $8,391-78.2% | $6,269-70.8% | $9,540-80.8% |