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 | $33,165 | $67,606-50.9% | $82,313-59.7% | $70,131-52.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.74% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $4,238 | $1,755+141.5% | $2,428+74.5% | $2,342+80.9% |
| Participant deferral / active EE | $3,462 | $2,987+15.9% | $3,706-6.6% | $3,332+3.9% |
| Admin fee / account holder | $2,299 | $4,512-49.0% | $5,608-59.0% | $4,645-50.5% |