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 | $39,057 | $77,419-49.6% | $69,455-43.8% | $152,861-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.25% | 39.06%-23.8pp | 28.97%-13.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,365 | $3,315+1.5% | $2,779+21.1% | $4,762-29.3% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,529 | $6,207+53.5% | $3,839+148.2% | $11,596-17.8% |