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 | $37,089 | $101,069-63.3% | $81,478-54.5% | $147,584-74.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.42% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,002 | $3,205-37.5% | $2,568-22.0% | $4,876-58.9% |
| Participant deferral / active EE | $5,130 | $4,242+20.9% | $3,537+45.1% | $5,439-5.7% |
| Admin fee / account holder | $439 | $5,812-92.5% | $4,561-90.4% | $10,885-96.0% |