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 | $39,726 | $90,503-56.1% | $78,689-49.5% | $273,961-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.53% | 75.60%-73.1pp | 62.18%-59.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $9,431 | $3,176+197.0% | $2,851+230.9% | $4,869+93.7% |
| Participant deferral / active EE | $4,920 | $3,901+26.1% | $3,517+39.9% | $5,287-6.9% |
| Admin fee / account holder | $1,615 | $5,263-69.3% | $4,510-64.2% | $10,132-84.1% |