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 | $30,882 | $96,484-68.0% | $75,886-59.3% | $152,861-79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.98% | 33.98%-14.0pp | 30.76%-10.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $821 | $3,309-75.2% | $2,500-67.2% | $4,762-82.8% |
| Participant deferral / active EE | $3,044 | $4,553-33.2% | $3,603-15.5% | $5,850-48.0% |
| Admin fee / account holder | $649 | $8,078-92.0% | $5,418-88.0% | $11,596-94.4% |