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 | $36,840 | $111,754-67.0% | $103,333-64.3% | $145,922-74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,424 | $4,212-42.5% | $3,868-37.3% | $4,660-48.0% |
| Participant deferral / active EE | $6,431 | $5,619+14.5% | $5,057+27.2% | $6,688-3.8% |
| Admin fee / account holder | $57,498 | $9,750+489.7% | $8,355+588.2% | $13,397+329.2% |