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 | $30,289 | $165,335-81.7% | $149,696-79.8% | $158,922-80.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.63% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,642 | $5,103-28.6% | $4,644-21.6% | $4,761-23.5% |
| Participant deferral / active EE | $4,297 | $7,181-40.2% | $6,842-37.2% | $5,982-28.2% |
| Admin fee / account holder | $1,199 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |