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 | $46,173 | $127,065-63.7% | $113,168-59.2% | $142,382-67.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.66% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,112 | $3,442-38.6% | $2,975-29.0% | $4,299-50.9% |
| Participant deferral / active EE | $3,586 | $5,716-37.3% | $5,107-29.8% | $6,507-44.9% |
| Admin fee / account holder | $1,366 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |