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 | $33,511 | $117,841-71.6% | $102,423-67.3% | $145,922-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,725 | $3,615-52.3% | $3,023-42.9% | $4,660-63.0% |
| Participant deferral / active EE | $3,397 | $5,731-40.7% | $5,053-32.8% | $6,688-49.2% |
| Admin fee / account holder | $1,173 | $13,326-91.2% | $9,451-87.6% | $13,397-91.2% |