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 | $32,875 | $77,314-57.5% | $177,989-81.5% | $80,856-59.3% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 13.93% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,541 | $2,292+98.1% | $3,949+15.0% | $2,755+64.8% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $341 | $7,191-95.3% | $10,363-96.7% | $6,918-95.1% |