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 | $38,412 | $87,733-56.2% | $106,548-63.9% | $85,850-55.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.75% | 21.86%-6.1pp | 26.80%-11.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,273 | $2,073-38.6% | $2,819-54.8% | $2,565-50.4% |
| Participant deferral / active EE | $1,901 | $3,469-45.2% | $4,398-56.8% | $3,952-51.9% |
| Admin fee / account holder | $401 | $6,767-94.1% | $7,407-94.6% | $6,260-93.6% |