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 | $35,762 | $90,503-60.5% | $78,689-54.6% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 23.77% | 75.60%-51.8pp | 62.18%-38.4pp | 41.45%-17.7pp |
| Employer contribution / active EE | $3,502 | $3,176+10.3% | $2,851+22.8% | $4,869-28.1% |
| Participant deferral / active EE | $2,294 | $3,901-41.2% | $3,517-34.8% | $5,287-56.6% |
| Admin fee / account holder | $399 | $5,263-92.4% | $4,510-91.1% | $10,132-96.1% |