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 | $36,736 | $90,503-59.4% | $78,689-53.3% | $273,961-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.29% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,028 | $3,176-67.6% | $2,851-63.9% | $4,869-78.9% |
| Participant deferral / active EE | $3,404 | $3,901-12.7% | $3,517-3.2% | $5,287-35.6% |
| Admin fee / account holder | $12,071 | $5,263+129.4% | $4,510+167.6% | $10,132+19.1% |