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 | $28,537 | $105,126-72.9% | $94,646-69.8% | $139,434-79.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.03%-22.7pp | 156.71%-141.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $948 | $4,106-76.9% | $3,672-74.2% | $4,751-80.0% |
| Participant deferral / active EE | $3,893 | $7,599-48.8% | $7,418-47.5% | $6,710-42.0% |
| Admin fee / account holder | $8,356 | $8,984-7.0% | $7,231+15.6% | $11,403-26.7% |