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 | $34,872 | $93,071-62.5% | $74,583-53.2% | $273,961-87.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 23.35% | 26.18%-2.8pp | 20.47%+2.9pp | 41.45%-18.1pp |
| Employer contribution / active EE | $5,555 | $3,160+75.8% | $2,525+120.0% | $4,869+14.1% |
| Participant deferral / active EE | $8,750 | $4,160+110.3% | $3,458+153.0% | $5,287+65.5% |
| Admin fee / account holder | $368 | $5,272-93.0% | $4,138-91.1% | $10,132-96.4% |