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 | $30,857 | $81,248-62.0% | $155,509-80.2% | $80,856-61.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.61% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,181 | $3,100+34.9% | $4,672-10.5% | $2,755+51.8% |
| Participant deferral / active EE | $1,582 | $3,452-54.2% | $5,626-71.9% | $4,296-63.2% |
| Admin fee / account holder | $1,626 | $7,997-79.7% | $15,912-89.8% | $6,918-76.5% |