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 | $36,532 | $176,812-79.3% | $146,665-75.1% | $167,490-78.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.18% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,391 | $5,160-73.1% | $4,136-66.4% | $4,837-71.3% |
| Participant deferral / active EE | $4,037 | $6,440-37.3% | $5,506-26.7% | $6,341-36.3% |
| Admin fee / account holder | $855 | $13,259-93.5% | $10,280-91.7% | $12,309-93.1% |