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 | $24,334 | $140,578-82.7% | $100,671-75.8% | $125,391-80.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 5.00% | 24.67%-19.7pp | 20.43%-15.4pp | 282.22%-277.2pp |
| Employer contribution / active EE | $1,604 | $5,965-73.1% | $4,012-60.0% | $4,866-67.0% |
| Participant deferral / active EE | $3,852 | $3,981-3.3% | $3,144+22.5% | $5,352-28.0% |
| Admin fee / account holder | $3,869 | $6,716-42.4% | $4,850-20.2% | $9,540-59.4% |