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 | $39,280 | $100,041-60.7% | $149,718-73.8% | $70,131-44.0% |
| Participation rate | 71.1% | 83.6%-12.5pp | 87.1%-16.0pp | 69.5%+1.5pp |
| Annual return | 16.58% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,655 | $3,662-54.8% | $5,445-69.6% | $2,342-29.3% |
| Participant deferral / active EE | $2,871 | $4,983-42.4% | $6,569-56.3% | $3,332-13.8% |
| Admin fee / account holder | $1,596 | $8,286-80.7% | $11,283-85.9% | $4,645-65.6% |