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 | $33,643 | $95,416-64.7% | $185,823-81.9% | $85,850-60.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.17% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,846 | $3,314+16.1% | $5,167-25.6% | $2,565+49.9% |
| Participant deferral / active EE | $2,476 | $3,423-27.7% | $5,568-55.5% | $3,952-37.3% |
| Admin fee / account holder | $7,282 | $7,213+1.0% | $16,237-55.2% | $6,260+16.3% |