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 | $42,727 | $89,355-52.2% | $141,162-69.7% | $72,985-41.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.80% | 111.85%-84.0pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $5,575 | $3,114+79.0% | $4,735+17.7% | $2,440+128.5% |
| Participant deferral / active EE | $7,303 | $5,418+34.8% | $6,709+8.9% | $3,607+102.5% |
| Admin fee / account holder | $681 | $5,958-88.6% | $10,261-93.4% | $5,124-86.7% |