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 | $32,702 | $108,172-69.8% | $77,482-57.8% | $158,922-79.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 7.25% | 31.67%-24.4pp | 54.79%-47.5pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,343 | $1,325+76.9% | $986+137.5% | $4,761-50.8% |
| Participant deferral / active EE | $1,799 | $2,456-26.8% | $1,861-3.3% | $5,982-69.9% |
| Admin fee / account holder | $5,928 | $3,708+59.9% | $2,858+107.4% | $11,246-47.3% |