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 | $30,867 | $149,679-79.4% | $117,039-73.6% | $147,584-79.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.82% | 19.31%-1.5pp | 18.95%-1.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,044 | $4,937-58.6% | $3,785-46.0% | $4,876-58.1% |
| Participant deferral / active EE | $4,848 | $4,912-1.3% | $3,929+23.4% | $5,439-10.9% |
| Admin fee / account holder | $2,615 | $7,856-66.7% | $5,974-56.2% | $10,885-76.0% |