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 | $23,766 | $54,762-56.6% | $90,281-73.7% | $72,985-67.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 40.93% | 30.63%+10.3pp | 78.10%-37.2pp | 81.00%-40.1pp |
| Employer contribution / active EE | $1,925 | $2,092-8.0% | $2,854-32.5% | $2,440-21.1% |
| Participant deferral / active EE | $4,679 | $2,887+62.1% | $3,885+20.4% | $3,607+29.7% |
| Admin fee / account holder | $755 | $3,972-81.0% | $5,351-85.9% | $5,124-85.3% |