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 | $37,508 | $62,573-40.1% | $85,682-56.2% | $85,850-56.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.99% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,731 | $1,757-1.5% | $2,618-33.9% | $2,565-32.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $794 | $4,640-82.9% | $6,873-88.4% | $6,260-87.3% |