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 | $40,350 | $77,419-47.9% | $69,455-41.9% | $152,861-73.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.70% | 39.06%-22.4pp | 28.97%-12.3pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,581 | $3,315+8.0% | $2,779+28.9% | $4,762-24.8% |
| Participant deferral / active EE | $4,507 | $4,414+2.1% | $3,535+27.5% | $5,850-23.0% |
| Admin fee / account holder | $1,049 | $6,207-83.1% | $3,839-72.7% | $11,596-91.0% |