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 | $30,355 | $112,096-72.9% | $95,952-68.4% | $158,922-80.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.83% | 171.09%-152.3pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,606 | $3,198-18.5% | $2,541+2.6% | $4,761-45.3% |
| Participant deferral / active EE | $8,611 | $4,784+80.0% | $4,167+106.7% | $5,982+44.0% |
| Admin fee / account holder | $587 | $10,130-94.2% | $6,795-91.4% | $11,246-94.8% |