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 | $23,935 | $58,851-59.3% | $115,157-79.2% | $72,985-67.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 24.00% | 23.16%+0.8pp | 35.60%-11.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,284 | $1,798-28.6% | $3,179-59.6% | $2,440-47.4% |
| Participant deferral / active EE | $1,853 | $2,643-29.9% | $4,168-55.5% | $3,607-48.6% |
| Admin fee / account holder | $779 | $6,370-87.8% | $7,088-89.0% | $5,124-84.8% |