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 | $42,804 | $118,680-63.9% | $98,907-56.7% | $158,922-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.64% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,706 | $3,333-48.8% | $2,689-36.6% | $4,761-64.2% |
| Participant deferral / active EE | $2,673 | $5,088-47.5% | $4,244-37.0% | $5,982-55.3% |
| Admin fee / account holder | $5,075 | $10,131-49.9% | $6,642-23.6% | $11,246-54.9% |