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 | $27,477 | $99,032-72.3% | $80,019-65.7% | $135,375-79.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.43% | 15.39%-6.0pp | 11.22%-1.8pp | 519.73%-510.3pp |
| Employer contribution / active EE | $5,412 | $3,043+77.8% | $2,468+119.3% | $4,779+13.3% |
| Participant deferral / active EE | $2,603 | $4,282-39.2% | $3,686-29.4% | $5,609-53.6% |
| Admin fee / account holder | $18,213 | $10,436+74.5% | $6,521+179.3% | $10,827+68.2% |