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 | $29,454 | $70,428-58.2% | $96,562-69.5% | $85,850-65.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.87% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,437 | $1,413+1.7% | $2,356-39.0% | $2,565-44.0% |
| Participant deferral / active EE | $1,560 | $2,894-46.1% | $3,849-59.5% | $3,952-60.5% |
| Admin fee / account holder | $1,236 | $4,997-75.3% | $6,181-80.0% | $6,260-80.3% |