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 | $38,369 | $91,190-57.9% | $178,490-78.5% | $79,858-52.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.12% | 24.19%-12.1pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,700 | $3,256+44.4% | $5,011-6.2% | $2,471+90.2% |
| Participant deferral / active EE | $1,895 | $3,236-41.4% | $5,202-63.6% | $3,740-49.3% |
| Admin fee / account holder | $1,566 | $6,751-76.8% | $13,984-88.8% | $5,306-70.5% |