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 | $35,337 | $80,717-56.2% | $154,803-77.2% | $84,808-58.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.76% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,671 | $2,761-39.5% | $4,305-61.2% | $2,631-36.5% |
| Participant deferral / active EE | $7,036 | $3,303+113.0% | $5,540+27.0% | $4,212+67.1% |
| Admin fee / account holder | $2,091 | $6,746-69.0% | $14,329-85.4% | $7,344-71.5% |