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 | $41,431 | $103,376-59.9% | $87,100-52.4% | $152,861-72.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.65% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,563 | $3,220-51.5% | $2,521-38.0% | $4,762-67.2% |
| Participant deferral / active EE | $3,233 | $4,778-32.3% | $4,049-20.1% | $5,850-44.7% |
| Admin fee / account holder | $879 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |