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 | $25,694 | $98,240-73.8% | $82,313-68.8% | $147,584-82.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.18% | 30.85%-13.7pp | 25.88%-8.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,030 | $3,192+57.6% | $2,428+107.1% | $4,876+3.2% |
| Participant deferral / active EE | $4,224 | $4,383-3.6% | $3,706+14.0% | $5,439-22.3% |
| Admin fee / account holder | $7,812 | $8,563-8.8% | $5,608+39.3% | $10,885-28.2% |