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 | $39,061 | $77,419-49.5% | $69,455-43.8% | $152,861-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.60% | 39.06%-25.5pp | 28.97%-15.4pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,972 | $3,315-40.5% | $2,779-29.1% | $4,762-58.6% |
| Participant deferral / active EE | $3,175 | $4,414-28.1% | $3,535-10.2% | $5,850-45.7% |
| Admin fee / account holder | $22,858 | $6,207+268.3% | $3,839+495.4% | $11,596+97.1% |