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 | $32,927 | $93,170-64.7% | $100,534-67.2% | $84,808-61.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 19.31% | 47.13%-27.8pp | 32.66%-13.4pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,391 | $3,985-40.0% | $4,346-45.0% | $2,631-9.1% |
| Participant deferral / active EE | $3,296 | $5,699-42.2% | $6,144-46.3% | $4,212-21.7% |
| Admin fee / account holder | $412 | $7,382-94.4% | $7,654-94.6% | $7,344-94.4% |