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 | $33,540 | $121,625-72.4% | $104,607-67.9% | $158,922-78.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.05% | 465.26%-453.2pp | 340.46%-328.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,269 | $3,163-28.2% | $2,681-15.3% | $4,761-52.3% |
| Participant deferral / active EE | $1,851 | $4,177-55.7% | $3,740-50.5% | $5,982-69.1% |
| Admin fee / account holder | $1,236 | $7,787-84.1% | $6,473-80.9% | $11,246-89.0% |