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 | $24,279 | $163,101-85.1% | $136,749-82.2% | $142,382-82.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.70% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,273 | $4,117-20.5% | $3,400-3.7% | $4,299-23.9% |
| Participant deferral / active EE | $1,557 | $5,585-72.1% | $4,692-66.8% | $6,507-76.1% |
| Admin fee / account holder | $3,538 | $14,318-75.3% | $11,386-68.9% | $12,624-72.0% |