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 | $42,988 | $81,248-47.1% | $155,509-72.4% | $80,856-46.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.41% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,815 | $3,100-41.5% | $4,672-61.2% | $2,755-34.1% |
| Participant deferral / active EE | $4,151 | $3,452+20.3% | $5,626-26.2% | $4,296-3.4% |
| Admin fee / account holder | $1,142 | $7,997-85.7% | $15,912-92.8% | $6,918-83.5% |