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 | $27,678 | $73,933-62.6% | $96,683-71.4% | $75,163-63.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.84% | 26.70%-0.9pp | 35.69%-9.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $2,340 | $2,928-20.1% | $3,737-37.4% | $2,670-12.3% |
| Participant deferral / active EE | $5,168 | $3,659+41.2% | $4,878+5.9% | $4,125+25.3% |
| Admin fee / account holder | $1,919 | $5,216-63.2% | $6,730-71.5% | $5,651-66.0% |