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 | $37,023 | $107,452-65.5% | $91,541-59.6% | $142,382-74.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.95% | 22.06%-8.1pp | 20.50%-6.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,702 | $2,994-43.2% | $2,505-32.0% | $4,299-60.4% |
| Participant deferral / active EE | $4,318 | $4,754-9.2% | $4,008+7.7% | $6,507-33.6% |
| Admin fee / account holder | $9,849 | $8,834+11.5% | $6,956+41.6% | $12,624-22.0% |