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 | $30,547 | $118,450-74.2% | $98,439-69.0% | $139,434-78.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 18.94%-7.2pp | 21.16%-9.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,521 | $3,609-30.1% | $3,048-17.3% | $4,751-46.9% |
| Participant deferral / active EE | $4,848 | $5,392-10.1% | $4,738+2.3% | $6,710-27.8% |
| Admin fee / account holder | $624 | $14,026-95.5% | $8,948-93.0% | $11,403-94.5% |