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 | $40,255 | $89,753-55.1% | $107,525-62.6% | $84,808-52.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.51% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,289 | $3,113-26.5% | $3,754-39.0% | $2,631-13.0% |
| Participant deferral / active EE | $2,141 | $4,056-47.2% | $5,116-58.1% | $4,212-49.2% |
| Admin fee / account holder | $522 | $7,222-92.8% | $8,919-94.1% | $7,344-92.9% |