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 | $43,163 | $98,240-56.1% | $82,313-47.6% | $147,584-70.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.85% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $727 | $3,192-77.2% | $2,428-70.1% | $4,876-85.1% |
| Participant deferral / active EE | $1,417 | $4,383-67.7% | $3,706-61.8% | $5,439-73.9% |
| Admin fee / account holder | $310 | $8,563-96.4% | $5,608-94.5% | $10,885-97.1% |