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 | $36,962 | $99,985-63.0% | $146,665-74.8% | $85,850-56.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.68% | 18.93%-7.3pp | 22.74%-11.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,746 | $2,559-31.8% | $4,136-57.8% | $2,565-31.9% |
| Participant deferral / active EE | $3,817 | $4,006-4.7% | $5,506-30.7% | $3,952-3.4% |
| Admin fee / account holder | $16,953 | $7,702+120.1% | $10,280+64.9% | $6,260+170.8% |