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 | $37,795 | $90,503-58.2% | $78,689-52.0% | $273,961-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.96% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $4,479 | $3,176+41.0% | $2,851+57.1% | $4,869-8.0% |
| Participant deferral / active EE | $6,278 | $3,901+60.9% | $3,517+78.5% | $5,287+18.7% |
| Admin fee / account holder | $12,749 | $5,263+142.2% | $4,510+182.7% | $10,132+25.8% |