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 | $30,651 | $107,015-71.4% | $73,545-58.3% | $147,584-79.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.59% | 38.25%-20.7pp | -15.16%+32.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $911 | $1,760-48.2% | $1,219-25.3% | $4,876-81.3% |
| Participant deferral / active EE | $1,173 | $2,462-52.3% | $1,806-35.0% | $5,439-78.4% |
| Admin fee / account holder | $4,604 | $3,055+50.7% | $2,320+98.5% | $10,885-57.7% |