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 | $39,964 | $78,672-49.2% | $109,143-63.4% | $85,850-53.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.54% | 25.09%+3.5pp | 25.75%+2.8pp | 318.53%-290.0pp |
| Employer contribution / active EE | $2,303 | $2,735-15.8% | $3,722-38.1% | $2,565-10.2% |
| Participant deferral / active EE | $4,859 | $3,467+40.1% | $4,653+4.4% | $3,952+23.0% |
| Admin fee / account holder | $2,879 | $5,469-47.4% | $6,752-57.4% | $6,260-54.0% |