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 6-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 | $19,753 | $60,892-67.6% | $82,389-76.0% | $84,808-76.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.07% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,639 | $1,779-7.9% | $2,517-34.9% | $2,631-37.7% |
| Participant deferral / active EE | $1,857 | $3,179-41.6% | $4,155-55.3% | $4,212-55.9% |
| Admin fee / account holder | $1,129 | $5,467-79.3% | $7,231-84.4% | $7,344-84.6% |