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 | $28,551 | $69,977-59.2% | $108,579-73.7% | $62,891-54.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.60% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,920 | $2,135+83.6% | $3,758+4.3% | $2,281+71.9% |
| Participant deferral / active EE | $7,316 | $3,165+131.2% | $4,311+69.7% | $3,203+128.4% |
| Admin fee / account holder | $565 | $5,076-88.9% | $7,645-92.6% | $4,296-86.8% |