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 | $40,687 | $87,733-53.6% | $106,548-61.8% | $85,850-52.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 25.19% | 21.86%+3.3pp | 26.80%-1.6pp | 318.53%-293.3pp |
| Employer contribution / active EE | $1,539 | $2,073-25.7% | $2,819-45.4% | $2,565-40.0% |
| Participant deferral / active EE | $1,815 | $3,469-47.7% | $4,398-58.7% | $3,952-54.1% |
| Admin fee / account holder | $5,851 | $6,767-13.5% | $7,407-21.0% | $6,260-6.5% |