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 | $35,357 | $45,035-21.5% | $62,995-43.9% | $70,131-49.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.66% | 18.76%-0.1pp | 87.57%-68.9pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,667 | $2,051+78.8% | $2,759+32.9% | $2,342+56.6% |
| Participant deferral / active EE | $3,281 | $2,465+33.1% | $3,329-1.5% | $3,332-1.5% |
| Admin fee / account holder | $3,137 | $2,834+10.7% | $3,600-12.9% | $4,645-32.5% |