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 | $28,521 | $115,882-75.4% | $100,516-71.6% | $158,922-82.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.94% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,717 | $4,103-58.1% | $3,418-49.8% | $4,761-63.9% |
| Participant deferral / active EE | $5,718 | $6,674-14.3% | $6,270-8.8% | $5,982-4.4% |
| Admin fee / account holder | $11,276 | $10,995+2.5% | $8,081+39.5% | $11,246+0.3% |