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 | $32,599 | $112,881-71.1% | $90,951-64.2% | $158,922-79.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.06% | 215.79%-210.7pp | 134.60%-129.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,366 | $2,893-18.2% | $2,122+11.5% | $4,761-50.3% |
| Participant deferral / active EE | $8,174 | $4,128+98.0% | $3,373+142.3% | $5,982+36.6% |
| Admin fee / account holder | $7,090 | $8,041-11.8% | $5,959+19.0% | $11,246-37.0% |