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 | $35,515 | $121,625-70.8% | $104,607-66.0% | $158,922-77.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.07% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,857 | $3,163-9.7% | $2,681+6.6% | $4,761-40.0% |
| Participant deferral / active EE | $1,360 | $4,177-67.4% | $3,740-63.6% | $5,982-77.3% |
| Admin fee / account holder | $2,001 | $7,787-74.3% | $6,473-69.1% | $11,246-82.2% |