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 | $37,492 | $185,822-79.8% | $169,993-77.9% | $139,434-73.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,900 | $7,590-61.8% | $6,785-57.3% | $4,751-39.0% |
| Participant deferral / active EE | $3,345 | $11,622-71.2% | $10,408-67.9% | $6,710-50.2% |
| Admin fee / account holder | $2,650 | $15,381-82.8% | $12,815-79.3% | $11,403-76.8% |