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 | $39,194 | $149,679-73.8% | $117,039-66.5% | $147,584-73.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 24.15% | 19.31%+4.8pp | 18.95%+5.2pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,715 | $4,937-45.0% | $3,785-28.3% | $4,876-44.3% |
| Participant deferral / active EE | $9,050 | $4,912+84.2% | $3,929+130.3% | $5,439+66.4% |
| Admin fee / account holder | $524 | $7,856-93.3% | $5,974-91.2% | $10,885-95.2% |