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 | $36,234 | $89,355-59.4% | $141,162-74.3% | $72,985-50.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.40% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,319 | $3,114-25.5% | $4,735-51.0% | $2,440-5.0% |
| Participant deferral / active EE | $3,175 | $5,418-41.4% | $6,709-52.7% | $3,607-12.0% |
| Admin fee / account holder | $2,216 | $5,958-62.8% | $10,261-78.4% | $5,124-56.8% |