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 | $30,151 | $40,256-25.1% | $57,343-47.4% | $59,632-49.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.89% | 27.49%-26.6pp | 24.39%-23.5pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,913 | $1,922+51.6% | $2,689+8.3% | $2,203+32.2% |
| Participant deferral / active EE | $1,496 | $2,399-37.6% | $3,162-52.7% | $3,192-53.1% |
| Admin fee / account holder | $1,066 | $2,818-62.2% | $3,356-68.2% | $4,297-75.2% |