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 | $28,390 | $73,933-61.6% | $96,683-70.6% | $75,163-62.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $11,845 | $2,928+304.6% | $3,737+217.0% | $2,670+343.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,414 | $5,216-34.6% | $6,730-49.3% | $5,651-39.6% |