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 | $41,524 | $77,419-46.4% | $69,455-40.2% | $152,861-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 6.41% | 39.06%-32.7pp | 28.97%-22.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $3,950 | $3,315+19.1% | $2,779+42.1% | $4,762-17.1% |
| Participant deferral / active EE | $8,511 | $4,414+92.8% | $3,535+140.7% | $5,850+45.5% |
| Admin fee / account holder | $502 | $6,207-91.9% | $3,839-86.9% | $11,596-95.7% |