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 | $38,522 | $127,065-69.7% | $113,168-66.0% | $142,382-72.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.60% | 24.03%-4.4pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,443 | $3,442-29.0% | $2,975-17.9% | $4,299-43.2% |
| Participant deferral / active EE | $2,206 | $5,716-61.4% | $5,107-56.8% | $6,507-66.1% |
| Admin fee / account holder | $803 | $15,736-94.9% | $12,068-93.3% | $12,624-93.6% |