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 | $35,586 | $67,606-47.4% | $82,313-56.8% | $70,131-49.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.09% | 21.57%-1.5pp | 25.88%-5.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $6,264 | $1,755+256.9% | $2,428+157.9% | $2,342+167.4% |
| Participant deferral / active EE | $1,573 | $2,987-47.3% | $3,706-57.5% | $3,332-52.8% |
| Admin fee / account holder | $309 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |