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 | $40,289 | $105,931-62.0% | $81,930-50.8% | $158,922-74.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.14% | 38.17%-26.0pp | 29.49%-17.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,760 | $7,800-77.4% | $4,310-59.2% | $4,761-63.0% |
| Participant deferral / active EE | $5,380 | $13,003-58.6% | $7,107-24.3% | $5,982-10.1% |
| Admin fee / account holder | $382 | $8,489-95.5% | $5,158-92.6% | $11,246-96.6% |