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 | $28,522 | $81,248-64.9% | $155,509-81.7% | $80,856-64.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.62% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,584 | $3,100-16.7% | $4,672-44.7% | $2,755-6.2% |
| Participant deferral / active EE | $3,802 | $3,452+10.2% | $5,626-32.4% | $4,296-11.5% |
| Admin fee / account holder | $4,665 | $7,997-41.7% | $15,912-70.7% | $6,918-32.6% |