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 | $40,010 | $58,694-31.8% | $142,863-72.0% | $85,850-53.4% |
| Participation rate | 97.1% | 58.5%+38.6pp | 71.9%+25.1pp | 69.3%+27.7pp |
| Annual return | 15.00% | 27.72%-12.7pp | 5637.54%-5622.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,548 | $1,423+149.4% | $4,144-14.4% | $2,565+38.3% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,360 | $4,239-44.3% | $6,560-64.0% | $6,260-62.3% |