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 | $29,351 | $81,248-63.9% | $155,509-81.1% | $80,856-63.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.97% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,289 | $3,100-26.2% | $4,672-51.0% | $2,755-16.9% |
| Participant deferral / active EE | $5,033 | $3,452+45.8% | $5,626-10.5% | $4,296+17.2% |
| Admin fee / account holder | $1,183 | $7,997-85.2% | $15,912-92.6% | $6,918-82.9% |