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 | $36,313 | $78,422-53.7% | $95,952-62.2% | $79,858-54.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.39% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $824 | $1,945-57.6% | $2,541-67.6% | $2,471-66.6% |
| Participant deferral / active EE | $2,702 | $3,440-21.4% | $4,167-35.2% | $3,740-27.8% |
| Admin fee / account holder | $3,756 | $5,622-33.2% | $6,795-44.7% | $5,306-29.2% |