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 | $36,337 | $168,632-78.5% | $147,614-75.4% | $125,391-71.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.07% | 77.65%-75.6pp | 61.98%-59.9pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,392 | $6,252-77.7% | $5,564-75.0% | $4,866-71.4% |
| Participant deferral / active EE | $3,996 | $5,507-27.4% | $4,895-18.4% | $5,352-25.3% |
| Admin fee / account holder | $3,886 | $13,580-71.4% | $11,611-66.5% | $9,540-59.3% |