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 9-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 | $42,710 | $91,552-53.3% | $133,956-68.1% | $79,858-46.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.00% | 61.85%-47.8pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,439 | $2,384+2.3% | $3,919-37.7% | $2,471-1.3% |
| Participant deferral / active EE | $4,828 | $3,733+29.3% | $5,048-4.4% | $3,740+29.1% |
| Admin fee / account holder | $1,434 | $6,321-77.3% | $8,927-83.9% | $5,306-73.0% |