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 | $29,175 | $117,983-75.3% | $101,794-71.3% | $142,382-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.62% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,601 | $2,773-6.2% | $2,289+13.6% | $4,299-39.5% |
| Participant deferral / active EE | $1,733 | $4,714-63.2% | $4,084-57.6% | $6,507-73.4% |
| Admin fee / account holder | $1,471 | $10,433-85.9% | $8,777-83.2% | $12,624-88.4% |