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 | $17,830 | $86,699-79.4% | $73,307-75.7% | $125,391-85.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.53% | 2.78%-1.3pp | 5.67%-4.1pp | 282.22%-280.7pp |
| Employer contribution / active EE | $5,229 | $4,152+25.9% | $3,237+61.5% | $4,866+7.5% |
| Participant deferral / active EE | $13,414 | $5,550+141.7% | $4,991+168.7% | $5,352+150.7% |
| Admin fee / account holder | $38,493 | $7,771+395.3% | $5,637+582.9% | $9,540+303.5% |