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 | $34,028 | $70,428-51.7% | $96,562-64.8% | $85,850-60.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.23% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,280 | $1,413+132.1% | $2,356+39.2% | $2,565+27.9% |
| Participant deferral / active EE | $3,636 | $2,894+25.7% | $3,849-5.5% | $3,952-8.0% |
| Admin fee / account holder | $2,210 | $4,997-55.8% | $6,181-64.2% | $6,260-64.7% |