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 | $19,831 | $103,949-80.9% | $69,182-71.3% | $273,961-92.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.28% | 35.28%-25.0pp | -21.93%+32.2pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,663 | $1,783+161.5% | $1,206+286.6% | $4,869-4.2% |
| Participant deferral / active EE | $2,176 | $2,716-19.9% | $1,897+14.7% | $5,287-58.8% |
| Admin fee / account holder | $314 | $3,671-91.5% | $2,697-88.4% | $10,132-96.9% |