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 | $39,215 | $109,359-64.1% | $162,163-75.8% | $72,985-46.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.84% | 25.46%-4.6pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,538 | $3,907-60.6% | $5,614-72.6% | $2,440-37.0% |
| Participant deferral / active EE | $5,807 | $5,481+5.9% | $7,298-20.4% | $3,607+61.0% |
| Admin fee / account holder | $8,302 | $7,972+4.1% | $10,843-23.4% | $5,124+62.0% |