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 | $39,897 | $103,949-61.6% | $69,182-42.3% | $273,961-85.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.09% | 35.28%-25.2pp | -21.93%+32.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,551 | $1,783+43.0% | $1,206+111.4% | $4,869-47.6% |
| Participant deferral / active EE | $5,134 | $2,716+89.0% | $1,897+170.6% | $5,287-2.9% |
| Admin fee / account holder | $569 | $3,671-84.5% | $2,697-78.9% | $10,132-94.4% |