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 | $42,084 | $158,398-73.4% | $126,539-66.7% | $142,382-70.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.00% | 593.76%-581.8pp | 425.95%-413.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,608 | $4,650-65.4% | $3,674-56.2% | $4,299-62.6% |
| Participant deferral / active EE | $3,771 | $4,767-20.9% | $4,083-7.6% | $6,507-42.1% |
| Admin fee / account holder | $5,841 | $6,918-15.6% | $6,065-3.7% | $12,624-53.7% |