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 | $38,051 | $183,519-79.3% | $155,509-75.5% | $145,922-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,756 | $5,313-48.1% | $4,672-41.0% | $4,660-40.9% |
| Participant deferral / active EE | $4,044 | $6,462-37.4% | $5,626-28.1% | $6,688-39.5% |
| Admin fee / account holder | $11,777 | $19,313-39.0% | $15,912-26.0% | $13,397-12.1% |