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 | $44,248 | $99,985-55.7% | $146,665-69.8% | $85,850-48.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 31.90% | 18.93%+13.0pp | 22.74%+9.2pp | 318.53%-286.6pp |
| Employer contribution / active EE | $2,425 | $2,559-5.2% | $4,136-41.4% | $2,565-5.5% |
| Participant deferral / active EE | $2,598 | $4,006-35.1% | $5,506-52.8% | $3,952-34.3% |
| Admin fee / account holder | $622 | $7,702-91.9% | $10,280-93.9% | $6,260-90.1% |