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 7-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 | $20,249 | $74,927-73.0% | $101,794-80.1% | $84,808-76.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.37% | 18.70%-4.3pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,636 | $1,522+7.5% | $2,289-28.5% | $2,631-37.8% |
| Participant deferral / active EE | $2,724 | $3,099-12.1% | $4,084-33.3% | $4,212-35.3% |
| Admin fee / account holder | $1,723 | $6,514-73.5% | $8,777-80.4% | $7,344-76.5% |