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 | $38,052 | $127,386-70.1% | $115,037-66.9% | $125,391-69.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.27% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,908 | $5,166-24.4% | $4,608-15.2% | $4,866-19.7% |
| Participant deferral / active EE | $7,863 | $6,423+22.4% | $6,026+30.5% | $5,352+46.9% |
| Admin fee / account holder | $7,621 | $9,516-19.9% | $8,175-6.8% | $9,540-20.1% |