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 | $33,055 | $112,096-70.5% | $95,952-65.6% | $158,922-79.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.58% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,068 | $3,198-66.6% | $2,541-58.0% | $4,761-77.6% |
| Participant deferral / active EE | $2,997 | $4,784-37.4% | $4,167-28.1% | $5,982-49.9% |
| Admin fee / account holder | $631 | $10,130-93.8% | $6,795-90.7% | $11,246-94.4% |