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 | $33,289 | $97,744-65.9% | $103,476-67.8% | $145,922-77.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 25.41%-15.4pp | 23.90%-13.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,008 | $4,677-57.1% | $4,672-57.0% | $4,660-56.9% |
| Participant deferral / active EE | $1,997 | $6,603-69.8% | $6,623-69.8% | $6,688-70.1% |
| Admin fee / account holder | $422 | $12,515-96.6% | $9,413-95.5% | $13,397-96.9% |