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 | $37,716 | $152,587-75.3% | $125,175-69.9% | $152,861-75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.88% | 54.84%-31.0pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,145 | $4,946-56.6% | $3,865-44.5% | $4,762-55.0% |
| Participant deferral / active EE | $3,482 | $5,868-40.7% | $4,937-29.5% | $5,850-40.5% |
| Admin fee / account holder | $42,976 | $13,434+219.9% | $9,702+343.0% | $11,596+270.6% |