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 | $40,584 | $63,346-35.9% | $92,233-56.0% | $70,131-42.1% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 13.95% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,350 | $2,471-45.4% | $3,679-63.3% | $2,342-42.4% |
| Participant deferral / active EE | $2,533 | $2,854-11.2% | $3,897-35.0% | $3,332-24.0% |
| Admin fee / account holder | $6,749 | $3,840+75.7% | $5,194+29.9% | $4,645+45.3% |