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 | $40,832 | $65,365-37.5% | $92,893-56.0% | $72,985-44.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.02% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,830 | $2,594+9.1% | $3,653-22.5% | $2,440+16.0% |
| Participant deferral / active EE | $2,879 | $3,128-8.0% | $4,236-32.0% | $3,607-20.2% |
| Admin fee / account holder | $1,128 | $4,251-73.5% | $5,794-80.5% | $5,124-78.0% |