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 | $40,936 | $85,766-52.3% | $136,294-70.0% | $70,131-41.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.47% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,269 | $2,966-23.5% | $4,695-51.7% | $2,342-3.2% |
| Participant deferral / active EE | $3,823 | $5,051-24.3% | $6,247-38.8% | $3,332+14.8% |
| Admin fee / account holder | $7,328 | $5,420+35.2% | $9,243-20.7% | $4,645+57.8% |