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 | $28,975 | $69,207-58.1% | $64,056-54.8% | $139,434-79.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 14.16% | 45.88%-31.7pp | 33.69%-19.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,819 | $3,182-11.4% | $2,747+2.7% | $4,751-40.7% |
| Participant deferral / active EE | $3,438 | $4,682-26.6% | $3,880-11.4% | $6,710-48.8% |
| Admin fee / account holder | $600 | $4,244-85.9% | $3,068-80.4% | $11,403-94.7% |