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 | $28,076 | $87,540-67.9% | $75,781-63.0% | $125,391-77.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.19% | 13.48%-9.3pp | 9.68%-5.5pp | 282.22%-278.0pp |
| Employer contribution / active EE | $2,113 | $3,930-46.2% | $3,323-36.4% | $4,866-56.6% |
| Participant deferral / active EE | $4,726 | $4,229+11.7% | $3,651+29.4% | $5,352-11.7% |
| Admin fee / account holder | $740 | $6,502-88.6% | $5,299-86.0% | $9,540-92.2% |