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 | $41,750 | $73,933-43.5% | $96,683-56.8% | $75,163-44.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 14.83% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,694 | $2,928+26.2% | $3,737-1.1% | $2,670+38.4% |
| Participant deferral / active EE | $6,752 | $3,659+84.5% | $4,878+38.4% | $4,125+63.7% |
| Admin fee / account holder | $19,345 | $5,216+270.9% | $6,730+187.5% | $5,651+242.3% |