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 | $37,432 | $77,813-51.9% | $123,544-69.7% | $64,186-41.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.04% | 12.48%-10.4pp | 119.20%-117.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $5,633 | $3,014+86.9% | $4,628+21.7% | $2,381+136.6% |
| Participant deferral / active EE | $4,572 | $5,240-12.7% | $6,426-28.8% | $3,470+31.8% |
| Admin fee / account holder | $3,535 | $5,519-36.0% | $9,284-61.9% | $4,888-27.7% |