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 | $30,176 | $105,859-71.5% | $90,160-66.5% | $147,584-79.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.99% | 37.63%-17.6pp | 34.88%-14.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,221 | $4,126-46.2% | $3,318-33.1% | $4,876-54.5% |
| Participant deferral / active EE | $6,713 | $5,733+17.1% | $5,288+27.0% | $5,439+23.4% |
| Admin fee / account holder | $891 | $8,046-88.9% | $5,943-85.0% | $10,885-91.8% |