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 | $25,974 | $81,632-68.2% | $70,449-63.1% | $158,922-83.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.05% | 208.40%-191.4pp | 109.03%-92.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,348 | $3,217+4.1% | $2,737+22.4% | $4,761-29.7% |
| Participant deferral / active EE | $2,236 | $4,554-50.9% | $3,709-39.7% | $5,982-62.6% |
| Admin fee / account holder | $5,711 | $6,193-7.8% | $3,845+48.5% | $11,246-49.2% |