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 | $37,366 | $142,405-73.8% | $115,157-67.6% | $152,861-75.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.04% | 41.48%-22.4pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,663 | $4,010-33.6% | $3,179-16.2% | $4,762-44.1% |
| Participant deferral / active EE | $2,694 | $5,164-47.8% | $4,168-35.4% | $5,850-53.9% |
| Admin fee / account holder | $1,395 | $8,462-83.5% | $7,088-80.3% | $11,596-88.0% |