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 | $36,017 | $112,096-67.9% | $95,952-62.5% | $158,922-77.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.08% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,552 | $3,198-51.5% | $2,541-38.9% | $4,761-67.4% |
| Participant deferral / active EE | $2,439 | $4,784-49.0% | $4,167-41.5% | $5,982-59.2% |
| Admin fee / account holder | $915 | $10,130-91.0% | $6,795-86.5% | $11,246-91.9% |