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 | $41,364 | $111,754-63.0% | $103,333-60.0% | $145,922-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.26% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,027 | $4,212-51.9% | $3,868-47.6% | $4,660-56.5% |
| Participant deferral / active EE | $3,382 | $5,619-39.8% | $5,057-33.1% | $6,688-49.4% |
| Admin fee / account holder | $6,443 | $9,750-33.9% | $8,355-22.9% | $13,397-51.9% |