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 | $32,434 | $77,730-58.3% | $70,164-53.8% | $139,434-76.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 18.98%-2.1pp | 18.87%-2.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,176 | $4,990+43.8% | $4,287+67.4% | $4,751+51.1% |
| Participant deferral / active EE | $8,941 | $6,448+38.7% | $5,395+65.7% | $6,710+33.2% |
| Admin fee / account holder | $1,090 | $5,368-79.7% | $4,561-76.1% | $11,403-90.4% |