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 | $30,417 | $117,381-74.1% | $99,443-69.4% | $152,861-80.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 10.11% | 31.87%-21.8pp | 30.72%-20.6pp | 345.32%-335.2pp |
| Employer contribution / active EE | $808 | $3,013-73.2% | $2,540-68.2% | $4,762-83.0% |
| Participant deferral / active EE | $1,562 | $4,086-61.8% | $3,619-56.8% | $5,850-73.3% |
| Admin fee / account holder | $877 | $7,631-88.5% | $6,250-86.0% | $11,596-92.4% |