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 | $34,389 | $72,492-52.6% | $87,100-60.5% | $72,985-52.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.78% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $725 | $1,894-61.7% | $2,521-71.2% | $2,440-70.3% |
| Participant deferral / active EE | $2,298 | $3,270-29.7% | $4,049-43.2% | $3,607-36.3% |
| Admin fee / account holder | $1,402 | $5,055-72.3% | $7,497-81.3% | $5,124-72.6% |