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 | $40,248 | $124,281-67.6% | $109,143-63.1% | $167,490-76.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.42% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,111 | $4,207-26.1% | $3,722-16.4% | $4,837-35.7% |
| Participant deferral / active EE | $4,099 | $5,255-22.0% | $4,653-11.9% | $6,341-35.4% |
| Admin fee / account holder | $8,552 | $7,970+7.3% | $6,752+26.6% | $12,309-30.5% |