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 | $28,968 | $53,777-46.1% | $134,143-78.4% | $79,858-63.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.32% | 19.01%-5.7pp | 36.33%-23.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,814 | $1,321+37.3% | $3,704-51.0% | $2,471-26.6% |
| Participant deferral / active EE | $4,265 | $2,420+76.2% | $3,499+21.9% | $3,740+14.0% |
| Admin fee / account holder | $6,420 | $3,984+61.1% | $6,684-4.0% | $5,306+21.0% |