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 | $25,860 | $72,012-64.1% | $185,823-86.1% | $79,858-67.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.43% | 23.12%-7.7pp | 35.95%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,465 | $1,965-25.4% | $4,087-64.1% | $2,471-40.7% |
| Participant deferral / active EE | $2,123 | $3,779-43.8% | $5,632-62.3% | $3,740-43.2% |
| Admin fee / account holder | $721 | $4,513-84.0% | $9,500-92.4% | $5,306-86.4% |