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 | $29,601 | $76,000-61.1% | $154,107-80.8% | $64,186-53.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 17.38% | 30.32%-12.9pp | 735.12%-717.7pp | 7.63%+9.8pp |
| Employer contribution / active EE | $3,279 | $3,351-2.1% | $5,298-38.1% | $2,381+37.7% |
| Participant deferral / active EE | $887 | $3,175-72.1% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $2,837 | $5,596-49.3% | $13,411-78.8% | $4,888-42.0% |