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 | $35,890 | $118,680-69.8% | $98,907-63.7% | $158,922-77.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.12% | 372.35%-363.2pp | 196.43%-187.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,534 | $3,333-24.0% | $2,689-5.8% | $4,761-46.8% |
| Participant deferral / active EE | $7,790 | $5,088+53.1% | $4,244+83.5% | $5,982+30.2% |
| Admin fee / account holder | $36,820 | $10,131+263.4% | $6,642+454.4% | $11,246+227.4% |