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 | $40,032 | $73,638-45.6% | $95,952-58.3% | $73,488-45.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.71% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,183 | $1,863+70.8% | $2,541+25.2% | $2,270+40.2% |
| Participant deferral / active EE | $2,141 | $3,617-40.8% | $4,167-48.6% | $3,740-42.8% |
| Admin fee / account holder | $858 | $482+78.0% | $6,795-87.4% | $513+67.3% |