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 | $37,421 | $176,377-78.8% | $134,143-72.1% | $158,922-76.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.53% | 63.63%-50.1pp | 36.33%-22.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,389 | $5,040-32.8% | $3,704-8.5% | $4,761-28.8% |
| Participant deferral / active EE | $4,281 | $4,091+4.6% | $3,499+22.4% | $5,982-28.4% |
| Admin fee / account holder | $343 | $8,718-96.1% | $6,684-94.9% | $11,246-97.0% |