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 | $18,021 | $49,227-63.4% | $70,449-74.4% | $79,858-77.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.21% | 30.06%-17.9pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,519 | $2,768-45.1% | $3,709-59.0% | $3,740-59.4% |
| Admin fee / account holder | $5,829 | $2,878+102.5% | $3,845+51.6% | $5,306+9.9% |