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 | $32,530 | $85,022-61.7% | $70,515-53.9% | $139,434-76.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.13% | 30.38%-17.3pp | 32.77%-19.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,848 | $3,909-52.7% | $2,973-37.9% | $4,751-61.1% |
| Participant deferral / active EE | $2,064 | $5,890-65.0% | $4,567-54.8% | $6,710-69.2% |
| Admin fee / account holder | $526 | $8,906-94.1% | $6,412-91.8% | $11,403-95.4% |