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 | $43,462 | $85,202-49.0% | $172,739-74.8% | $72,985-40.5% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 22.84% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $5,143-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $3,397 | $3,260+4.2% | $5,198-34.6% | $3,607-5.8% |
| Admin fee / account holder | $6,257 | $5,884+6.3% | $13,954-55.2% | $5,124+22.1% |