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 | $38,270 | $162,781-76.5% | $133,956-71.4% | $158,922-75.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.04% | 41.94%-33.9pp | 45.09%-37.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,030 | $4,975-59.2% | $3,919-48.2% | $4,761-57.4% |
| Participant deferral / active EE | $2,378 | $5,911-59.8% | $5,048-52.9% | $5,982-60.2% |
| Admin fee / account holder | $1,265 | $11,736-89.2% | $8,927-85.8% | $11,246-88.8% |