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 | $39,365 | $100,754-60.9% | $86,677-54.6% | $134,475-70.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.12% | 29.04%-24.9pp | 35.91%-31.8pp | 417.96%-413.8pp |
| Employer contribution / active EE | $4,839 | $3,489+38.7% | $2,836+70.6% | $4,740+2.1% |
| Participant deferral / active EE | $12,572 | $5,338+135.5% | $4,656+170.0% | $6,400+96.5% |
| Admin fee / account holder | $381 | $10,926-96.5% | $7,493-94.9% | $11,426-96.7% |