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 | $18,370 | $84,233-78.2% | $170,442-89.2% | $70,131-73.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 28.05% | 23.06%+5.0pp | 205.93%-177.9pp | 73.14%-45.1pp |
| Employer contribution / active EE | $4,971 | $3,387+46.8% | $5,433-8.5% | $2,342+112.2% |
| Participant deferral / active EE | $4,739 | $3,086+53.6% | $4,939-4.1% | $3,332+42.2% |
| Admin fee / account holder | $318 | $5,698-94.4% | $13,880-97.7% | $4,645-93.2% |