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 | $36,925 | $79,449-53.5% | $189,557-80.5% | $85,850-57.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 19.88% | 18.45%+1.4pp | 64.17%-44.3pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,487 | $2,081-28.5% | $4,412-66.3% | $2,565-42.0% |
| Participant deferral / active EE | $2,801 | $4,051-30.9% | $6,174-54.6% | $3,952-29.1% |
| Admin fee / account holder | $849 | $5,377-84.2% | $9,807-91.3% | $6,260-86.4% |