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 | $38,009 | $81,208-53.2% | $98,907-61.6% | $79,858-52.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.75% | 60.99%-50.2pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,372 | $1,960-30.0% | $2,689-49.0% | $2,471-44.5% |
| Participant deferral / active EE | $1,593 | $3,265-51.2% | $4,244-62.5% | $3,740-57.4% |
| Admin fee / account holder | $1,623 | $6,013-73.0% | $6,642-75.6% | $5,306-69.4% |