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 | $34,889 | $76,552-54.4% | $123,892-71.8% | $62,891-44.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.23% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,296 | $2,883-20.3% | $4,617-50.3% | $2,281+0.7% |
| Participant deferral / active EE | $4,960 | $4,840+2.5% | $5,984-17.1% | $3,203+54.9% |
| Admin fee / account holder | $309 | $4,826-93.6% | $8,357-96.3% | $4,296-92.8% |