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 | $41,213 | $124,319-66.8% | $111,297-63.0% | $167,490-75.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.30% | 37.44%-28.1pp | 54.65%-45.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,407 | $3,435-29.9% | $2,731-11.9% | $4,837-50.2% |
| Participant deferral / active EE | $5,138 | $5,180-0.8% | $4,487+14.5% | $6,341-19.0% |
| Admin fee / account holder | $27,617 | $10,618+160.1% | $7,964+246.8% | $12,309+124.4% |