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 | $35,736 | $98,240-63.6% | $82,313-56.6% | $147,584-75.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.47% | 30.85%-15.4pp | 25.88%-10.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,397 | $3,192+37.8% | $2,428+81.1% | $4,876-9.8% |
| Participant deferral / active EE | $4,875 | $4,383+11.2% | $3,706+31.5% | $5,439-10.4% |
| Admin fee / account holder | $4,700 | $8,563-45.1% | $5,608-16.2% | $10,885-56.8% |