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 | $41,223 | $113,339-63.6% | $94,993-56.6% | $147,584-72.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.45% | 20.77%-7.3pp | 27.12%-13.7pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,975 | $3,160-5.9% | $2,603+14.3% | $4,876-39.0% |
| Participant deferral / active EE | $3,776 | $3,7770% | $3,317+13.8% | $5,439-30.6% |
| Admin fee / account holder | $1,797 | $6,063-70.4% | $4,960-63.8% | $10,885-83.5% |