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 | $33,338 | $135,952-75.5% | $123,892-73.1% | $273,961-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.37% | 56.63%-40.3pp | 47.52%-31.1pp | 41.45%-25.1pp |
| Employer contribution / active EE | $13,836 | $5,170+167.6% | $4,617+199.7% | $4,869+184.2% |
| Participant deferral / active EE | $5,471 | $6,343-13.7% | $5,984-8.6% | $5,287+3.5% |
| Admin fee / account holder | $376 | $9,817-96.2% | $8,357-95.5% | $10,132-96.3% |