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 | $41,053 | $77,634-47.1% | $156,549-73.8% | $62,891-34.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.36% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $915 | $3,444-73.4% | $5,501-83.4% | $2,281-59.9% |
| Participant deferral / active EE | $3,117 | $3,045+2.4% | $4,871-36.0% | $3,203-2.7% |
| Admin fee / account holder | $6,069 | $5,561+9.1% | $13,027-53.4% | $4,296+41.3% |