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 | $41,197 | $78,422-47.5% | $95,952-57.1% | $79,858-48.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.62% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $5,514 | $1,945+183.5% | $2,541+117.0% | $2,471+123.2% |
| Participant deferral / active EE | $4,691 | $3,440+36.4% | $4,167+12.6% | $3,740+25.4% |
| Admin fee / account holder | $2,913 | $5,622-48.2% | $6,795-57.1% | $5,306-45.1% |