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 | $29,886 | $127,777-76.6% | $106,548-72.0% | $167,490-82.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.37% | 33.87%-18.5pp | 26.80%-11.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,496 | $3,427-56.4% | $2,819-46.9% | $4,837-69.1% |
| Participant deferral / active EE | $2,185 | $5,087-57.1% | $4,398-50.3% | $6,341-65.6% |
| Admin fee / account holder | $520 | $11,228-95.4% | $7,407-93.0% | $12,309-95.8% |