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 | $36,870 | $127,065-71.0% | $113,168-67.4% | $142,382-74.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.90% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,363 | $3,442-2.3% | $2,975+13.0% | $4,299-21.8% |
| Participant deferral / active EE | $2,245 | $5,716-60.7% | $5,107-56.0% | $6,507-65.5% |
| Admin fee / account holder | $2,264 | $15,736-85.6% | $12,068-81.2% | $12,624-82.1% |