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 | $29,345 | $117,841-75.1% | $102,423-71.3% | $145,922-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,202 | $3,615-11.4% | $3,023+5.9% | $4,660-31.3% |
| Participant deferral / active EE | $3,444 | $5,731-39.9% | $5,053-31.8% | $6,688-48.5% |
| Admin fee / account holder | $4,024 | $13,326-69.8% | $9,451-57.4% | $13,397-70.0% |