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 | $36,970 | $100,773-63.3% | $88,946-58.4% | $142,382-74.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.04% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,646 | $2,918-43.6% | $2,555-35.6% | $4,299-61.7% |
| Participant deferral / active EE | $2,850 | $5,230-45.5% | $4,581-37.8% | $6,507-56.2% |
| Admin fee / account holder | $1,040 | $9,693-89.3% | $8,261-87.4% | $12,624-91.8% |