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 | $18,565 | $40,256-53.9% | $57,343-67.6% | $59,632-68.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.94% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,654 | $1,922-13.9% | $2,689-38.5% | $2,203-24.9% |
| Participant deferral / active EE | $1,147 | $2,399-52.2% | $3,162-63.7% | $3,192-64.1% |
| Admin fee / account holder | $1,256 | $2,818-55.4% | $3,356-62.6% | $4,297-70.8% |