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 | $26,694 | $96,557-72.4% | $80,975-67.0% | $273,961-90.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.71% | 15.14%-11.4pp | 17.10%-13.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,584 | $4,868-67.5% | $3,714-57.4% | $4,869-67.5% |
| Participant deferral / active EE | $1,584 | $6,598-76.0% | $5,696-72.2% | $5,287-70.0% |
| Admin fee / account holder | $3,664 | $7,492-51.1% | $5,516-33.6% | $10,132-63.8% |