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 4-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 | $23,900 | $46,553-48.7% | $64,056-62.7% | $75,163-68.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.21% | 26.03%-2.8pp | 33.69%-10.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,122 | $1,974-43.2% | $2,747-59.2% | $2,670-58.0% |
| Participant deferral / active EE | $3,355 | $2,837+18.3% | $3,880-13.5% | $4,125-18.7% |
| Admin fee / account holder | $1,698 | $2,952-42.5% | $3,068-44.6% | $5,651-69.9% |