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 | $30,926 | $109,327-71.7% | $89,391-65.4% | $158,922-80.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.02% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,435 | $3,170-23.2% | $2,586-5.8% | $4,761-48.9% |
| Participant deferral / active EE | $3,349 | $4,598-27.2% | $3,890-13.9% | $5,982-44.0% |
| Admin fee / account holder | $3,096 | $6,153-49.7% | $4,881-36.6% | $11,246-72.5% |