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 | $28,961 | $201,272-85.6% | $184,203-84.3% | $145,922-80.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.36% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,918 | $7,022-30.0% | $6,427-23.5% | $4,660+5.5% |
| Participant deferral / active EE | $6,412 | $9,806-34.6% | $9,131-29.8% | $6,688-4.1% |
| Admin fee / account holder | $368 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |