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 | $33,517 | $100,773-66.7% | $88,946-62.3% | $142,382-76.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.53% | 70.18%-55.6pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,064 | $2,918-29.3% | $2,555-19.2% | $4,299-52.0% |
| Participant deferral / active EE | $2,200 | $5,230-57.9% | $4,581-52.0% | $6,507-66.2% |
| Admin fee / account holder | $4,134 | $9,693-57.3% | $8,261-50.0% | $12,624-67.2% |