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 | $33,659 | $107,334-68.6% | $92,893-63.8% | $152,861-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.78% | 145.58%-132.8pp | 109.41%-96.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,934 | $4,221-54.2% | $3,653-47.1% | $4,762-59.4% |
| Participant deferral / active EE | $2,577 | $4,845-46.8% | $4,236-39.2% | $5,850-56.0% |
| Admin fee / account holder | $2,338 | $7,079-67.0% | $5,794-59.7% | $11,596-79.8% |