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 | $25,469 | $110,261-76.9% | $95,745-73.4% | $139,434-81.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.37% | 27.11%-14.7pp | 28.35%-16.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,394 | $3,257-26.5% | $2,835-15.6% | $4,751-49.6% |
| Participant deferral / active EE | $3,529 | $4,676-24.5% | $4,245-16.9% | $6,710-47.4% |
| Admin fee / account holder | $15,203 | $6,613+129.9% | $5,678+167.8% | $11,403+33.3% |