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 | $41,153 | $67,411-39.0% | $91,001-54.8% | $70,131-41.3% |
| Participation rate | 97.8% | 71.4%+26.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 17.16% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $10,870 | $1,786+508.6% | $2,456+342.6% | $2,342+364.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,044 | $4,236-75.4% | $5,417-80.7% | $4,645-77.5% |