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 | $29,502 | $107,334-72.5% | $92,893-68.2% | $152,861-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.07% | 145.58%-131.5pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $796 | $4,221-81.1% | $3,653-78.2% | $4,762-83.3% |
| Participant deferral / active EE | $1,469 | $4,845-69.7% | $4,236-65.3% | $5,850-74.9% |
| Admin fee / account holder | $466 | $7,079-93.4% | $5,794-92.0% | $11,596-96.0% |